STONEBRIDGE ASSET MANAGEMENT LLC

STONEBRIDGE ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 288094). Regulatory assets under management: $22.9M.

Registration

• CRD: 288094
• Type: Registered investment adviser
• Phone: 949-842-8779
• Latest filing: 2026-03-27
• Regulatory AUM: $22.9M
• Discretionary AUM: $22.9M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search