Investment adviser · CRD 160018
STONEBRIDGE PARTNERS LLC
Investment adviser filing (IA)
WHITE PLAINS, NY, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $99.4M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 14 | $99,435,678 | 100.0% |
Filing source
Form ADV 2116430 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
32 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
STONEBRIDGE PARTNERS EQUITY FUND IV, L.P.Private Equity Fund · Last reported Jun 29, 2026$48.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-7506805315
- Reported beneficial owners
- 1
- Minimum commitment
- $25K
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PMC ASSOCIATES I LLCPrivate Equity Fund · Last reported Jun 29, 2026$18.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-5027271877
- Reported beneficial owners
- 47
- Minimum commitment
- $250K
- Form D file number
- 021-393469
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFI ASSOCIATES I LLCPrivate Equity Fund · Last reported Jun 29, 2026$13.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-6143857577
- Reported beneficial owners
- 43
- Minimum commitment
- $10K
- Form D file number
- 021-463612
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PMC ASSOCIATES II LLCPrivate Equity Fund · Last reported Jun 29, 2026$8.17MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-9772313813
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-393471
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AP ASSOCIATES I LLCPrivate Equity Fund · Last reported Jun 29, 2026$7.64MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
RSM LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-7661148195
- Reported beneficial owners
- 31
- Minimum commitment
- $250K
- Form D file number
- 021-1996290
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ADI ASSOCIATES II LLCPrivate Equity Fund · Last reported Jun 29, 2026$1.25MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-7552762151
- Reported beneficial owners
- 33
- Minimum commitment
- $250K
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ADI ASSOCIATES III LLCPrivate Equity Fund · Last reported Jun 29, 2026$1.18MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-4360606212
- Reported beneficial owners
- 1
- Minimum commitment
- $250K
Form ADV 2116430 · Jun 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Fixed · Performance-based
Principal office
81 MAIN STREET, SUITE 505WHITE PLAINS, NY, 10601, United States
CRD 160018
Filing source
Form ADV 2116430 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.