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STONEBRIDGE ADVISORS LLC
CRD 134017 · SEC 801-63899
10 WESTPORT ROAD, SUITE C101, WILTON, CT, 06897-4543, United States
Phone
203-762-0004
Fax
203-761-1236
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.83B
Discretionary AUM
$11.83B
Team
15 total employees; 9 advisory reps; 10 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $68.0M |
| High net worth individuals | 11 | $50.8M |
| Investment companies | 4 | $10.26B |
| Pension/profit sharing plans | 11 | $72.1M |
| Charitable organizations | 7 | $33.3M |
| Other investment advisers | 5 | $1.32B |
| Corporations/business entities | 5 | $14.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD