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STURBRIDGE CAPITAL LLC

BIRMINGHAM, MI · CRD 160327 · IAPD ↗ · sturbridgecapital.com · 248-220-8400

$730.9MRegulatory AUM
7Advisory reps
14Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — STURBRIDGE CAPITAL LLC reported RAUM up 37% ($508.5M -> $695.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — STURBRIDGE CAPITAL LLC crossed $500M in regulatory AUM ($430.2M -> $508.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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