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STONEBRIDGE CAPITAL MANAGEMENT INC
CRD 106073 · SEC 801-5363
1801 CENTURY PARK EAST, SUITE 1800, LOS ANGELES, CA, 90067, United States
Phone
310-277-1450
Fax
310-277-1456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.7M
Discretionary AUM
$268.7M
Team
5 total employees; 5 advisory reps; 212 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingCHARITABLE FOUNDATIONS & PARTNERSHIPS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $14.4M |
| High net worth individuals | 79 | $243.9M |
| Pension/profit sharing plans | 2 | $7.9M |
| Charitable organizations | 1 | $2.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD