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STONEBRIDGE CAPITAL ADVISORS LLC
CRD 111447 · SEC 801-53760
2550 UNIVERSITY AVENUE WEST, SUITE 455-S, ST. PAUL, MN, 55114-1017, United States
Phone
651-251-1000
Fax
651-251-1010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.52B
Discretionary AUM
$2.45B
Team
31 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1071 | $414.3M |
| High net worth individuals | 538 | $1.37B |
| Investment companies | 1 | $111.0M |
| Charitable organizations | 31 | $145.9M |
| Insurance companies | 15 | $364.0M |
| Corporations/business entities | 18 | $97.3M |
States served
AL, AZ, AR, CA, CO, GA, IL, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NY, NC, ND, OH, OK, OR, PA, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD