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Stonebridge Advisors LLC

● SEC registered since 2005CRD 134017SEC# 801-63899Wilton, CT
Export (members)
Reg. AUM
$10.83B
Employees
17
Accounts
4,022
Location
Wilton, CT

Stonebridge Advisors LLC assets under management

Stonebridge Advisors LLC is an investment advisory firm registered with the SEC based in Wilton, CT. The firm has been registered since 2005. It reports $10.8 billion in regulatory assets under management and employs 17 people.

Stonebridge Advisors LLC owners & executives

18 reported
NameTitleOwnershipSince
Angelo Dominick GraciEvp, PmUnder 5%2022
Craig Stephen Prichard ControlDirectorUnder 5%2007
David Gerard McGarel ControlDirectorUnder 5%2016
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Frequently asked questions

How much does Stonebridge Advisors LLC manage?

Stonebridge Advisors LLC reports $10.8 billion in regulatory assets under management on its Form ADV.

How many employees does Stonebridge Advisors LLC have?

Stonebridge Advisors LLC reports 17 employees.

Where is Stonebridge Advisors LLC located?

Stonebridge Advisors LLC is based in Wilton, CT and has been SEC-registered since 2005.

Does Stonebridge Advisors LLC disclose fund performance?

Stonebridge Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Westport Road, Suite C101, Wilton, CT 06897-4543
Phone203-762-0004
Fax203-761-1236
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1367441
Discloses disciplinary historyYes

Assets under management

Discretionary$10.83B
Non-discretionary$0
Total (RAUM)$10.83B