# Stonebridge Capital Management NW, LLC

> Stonebridge Capital Management NW, LLC is a state-registered investment advisory firm in San Anselmo, CA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 147392
- Filed as: STONEBRIDGE CAPITAL MANAGEMENT NW, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Anselmo, CA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147392
- AdvisorCensus page: https://advisorcensus.com/firm/stonebridge-capital-management-nw-llc-san-anselmo-ca-147392

## Quick answers

**How is Stonebridge Capital Management NW, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonebridge Capital Management NW, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stonebridge Capital Management NW, LLC located?**
Stonebridge Capital Management NW, LLC's principal office is in San Anselmo, CA, according to its Form ADV.

**Is Stonebridge Capital Management NW, LLC registered with the SEC or a state?**
Stonebridge Capital Management NW, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147392.

**How much does Stonebridge Capital Management NW, LLC manage?**
Stonebridge Capital Management NW, LLC reports $49,374,219 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Stonebridge Capital Management NW, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (16).

**Does Stonebridge Capital Management NW, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147392

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $49,374,219
- Discretionary: $49,374,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,905,351 |
| High net worth individuals | 16 | $43,468,868 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NM, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonebridgenw.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebridge Capital Management NW, LLC (CRD 147392): Form ADV filing data as of October 2026.