STONEBRIDGE PARTNERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $99.4M |
| Discretionary | $99.4M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $7.1M |
| Employees | 4 |
| Peak AUM | $570.7MMar 2019 |
| AUM CAGR | -5.3% /yrover 14 yrs · 34 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $99M | 22.3% | 6.7% | 1.1% | |
| Discretionary AUM | $99M | ||||
Key Metrics
| Total AUM | $99.4M |
| Discretionary | $99.4M |
| Employees | 4 |
| Client Accounts | 14 |
Contact & Location
Address
81 MAIN STREET
WHITE PLAINS NY 10601
Phone
914-682-2700
Filing History
34 ADV Part 1 submissions
Fee Structure
Fixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$99M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm