{
  "crd_number": 160018,
  "slug": "stonebridge-partners-llc-white-plains-ny-160018",
  "primary_business_name": "STONEBRIDGE PARTNERS LLC",
  "legal_name": "STONEBRIDGE PARTNERS LLC",
  "dbas": [],
  "city": "White Plains",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 99435678.0,
  "raum_discretionary": 99435678.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 99435678.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/stonebridge-partners",
    "https://stonebridgepartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160018",
  "city_as_filed": "WHITE PLAINS",
  "url": "https://advisorcensus.com/firm/stonebridge-partners-llc-white-plains-ny-160018",
  "display_name": "Stonebridge Partners LLC",
  "summary": "Stonebridge Partners LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Stonebridge Partners LLC (CRD 160018): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Stonebridge Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonebridge Partners LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stonebridge Partners LLC located?",
      "a": "Stonebridge Partners LLC's principal office is in White Plains, NY, according to its Form ADV."
    },
    {
      "q": "Is Stonebridge Partners LLC registered with the SEC or a state?",
      "a": "Stonebridge Partners LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160018."
    },
    {
      "q": "How much does Stonebridge Partners LLC manage?",
      "a": "Stonebridge Partners LLC reports $99,435,678 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stonebridge Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stonebridge Partners LLC: Regulatory assets under management: $105,368,860 in the October 2021 data and $99,435,678 in the October 2026 data, down 6%. Total employees: 14 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stonebridge Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14)."
    },
    {
      "q": "Does Stonebridge Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160018"
    },
    {
      "q": "What changed in Stonebridge Partners LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 105368860.0,
      "total_employees": 14,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 92225893.0,
      "total_employees": 6,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 123292676.0,
      "total_employees": 6,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139386421.0,
      "total_employees": 4,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 127896200.0,
      "total_employees": 4,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 99435678.0,
      "total_employees": 4,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $127,896,200 to $99,435,678 (-22%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stonebridge-partners-llc-white-plains-ny-160018.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 99435678.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160018",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}