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Stoneridge Investment Partners LLC

● SEC registered since 1999CRD 109261SEC# 801-56755Radnor, PA
Export (members)
Reg. AUM
$286.2M
Employees
10
Accounts
11
Location
Radnor, PA

Stoneridge Investment Partners LLC assets under management

Stoneridge Investment Partners LLC is an investment advisory firm registered with the SEC based in Radnor, PA. The firm has been registered since 1999. It reports $286.2 million in regulatory assets under management and employs 10 people.
www.stoneridgeinvestments.comView on SEC.gov ↗

Stoneridge Investment Partners LLC owners & executives

18 reported
NameTitleOwnershipSince
Beltraith Capital, LLC ControlMember50-75%2009
Bennett Perry Lomax ControlElected ManagerUnder 5%2009
Donald Richard Caldwell ControlElected ManagerUnder 5%2009
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Frequently asked questions

How much does Stoneridge Investment Partners LLC manage?

Stoneridge Investment Partners LLC reports $286.2 million in regulatory assets under management on its Form ADV.

How many employees does Stoneridge Investment Partners LLC have?

Stoneridge Investment Partners LLC reports 10 employees.

Where is Stoneridge Investment Partners LLC located?

Stoneridge Investment Partners LLC is based in Radnor, PA and has been SEC-registered since 1999.

Does Stoneridge Investment Partners LLC disclose fund performance?

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

Contact & registration

Address201 King of Prussia Road, Suite 200, Radnor, PA 19087
Phone484-254-5400
Fax610-647-5973
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1108831
Discloses disciplinary historyNo

Assets under management

Discretionary$286.2M
Non-discretionary$0
Total (RAUM)$286.2M