Stonebridge Capital Management Iii LLC is a related adviser based in Paramus. It manages $5.23 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.
Stonebridge Capital Management Iii provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stonebridge Capital Management Iii LLC is $5.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 320% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stonebridge Capital Management Iii LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Stonebridge Capital Management Iii is high net worth individuals with 2 clients and $3.9 million of assets under management. Among the 2 most similar advisory firms, Stonebridge Capital Management Iii has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $5.23 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stonebridge Capital Management Iii doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stonebridge Capital Management Iii LLC performs its advisory services is located at 52 Forest Avenue, Paramus, NJ 07652, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-244-9696 or by fax 973-244-9441. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at sbcm.net/.