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STONEBRIDGE PARTNERS LLC

WHITE PLAINS, NY · CRD 160018 · IAPD ↗ · stonebridgepartners.com · 914-682-2700

$99.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2024 — STONEBRIDGE PARTNERS LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.