STONEBRIDGE PARTNERS LLC

81 Main Street
Suite 505
White Plains, New York 10601
Tel: 914-682-2700

About STONEBRIDGE PARTNERS LLC

STONEBRIDGE PARTNERS LLC, formally registered with the SEC as STONEBRIDGE PARTNERS LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

STONEBRIDGE PARTNERS LLC is a White Plains, New York based Financial Planning firm with nearly $139,386,421 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160018
SEC#	801-73846
Assets Managed by Firm	$139,386,421
No. of Clients	21
No. of Advisors	4

Fee Structure

Fixed fees
Performance Based
Other (FEES AND MONITORING FEES PAID BY PORTFOLIO COMPANY)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (CO-INVESTMENTS, SIDE BY SIDE WITH POOLED VEHICLES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$139,386,421

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