registered with the U.S. Securities and Exchange Commission as an investment adviser. This is the publication of various financial education materials. Offered by Compare against similar firms. Stonebridge Capital Advisors LLC operates as an advisory company based in Saint Paul, Minnesota.
Stonebridge Capital Advisors is a large advisory firm with 1174 clients and discretionary assets under management (AUM) of $1,431,777,672 (Form ADV from 2020-03-30). The manager's has disclosed holdings from 12/31/13 to 03/31/20. Firms can sometimes charge customers using non-traditional fee structures. filed May 19, 2016 Compare against similar firms. National Average: 1,935 an adviser for clients with respect to their introduction to and, if retained by the client, servicing by third-party investment managers, tax planning and legal professionals who are unaffiliated with SmartAdvisor.
Stonebridge Advisors is a large advisory firm with 8365 clients and discretionary assets under management (AUM) of $10,544,008,630 (Form ADV from 2020-03-17). filed Nov. 12, 2019 If you're interested in working with an advisor closer to you, we can help you find one. Stonebridge Capital Advisors manages $1.5 billion and provides investment advisory services for 1,174 clients (1:392 advisor/client ratio). Instead, we seek to invest for as long as it takes our portfolio companies to realize their growth potential.After separating from IMM investment in 2008 as an alternative investment firm, Stonebridge Capital has expanded in investment coverage over the past twelve years, including venture capital and private equity. View Form ADVs for this SEC registered investment adviser and thousands more using PredictiveOps.
filed Aug. 15, 2019 filed Feb. 15, 2018 However, fees billed by the company typically consist of the following fee types: asset-based. amount of assets you have under management. Past performance is a poor indicator of future performance. Stonebridge Capital Advisors is based out of St Paul. View the latest funds and 13F holdings. Fees charged by financial advisors vary depending on the services provided. policies, or making certain referrals or transactions. small businesses. That's where we come Stonebridge Capital is an alternative investment firm independence from IMM Investment in 2008, has expanded over the past eight years, business as venture capital and private equity investments. Stonebridge Capital Advisors Llc is an investment advisor that manages 883.5 MM dollars in regulatory AUM and has 18 employees, of which 12 perform investment advisory functions. The company oversees $1.2 billion in assets under management throughout 1,747 client accounts, placing it among the bigger firms in the nation by assets under management (AUM). Please
This is the selection and management of an investment mix and portfolio strategy for individuals and
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