Stonebridge Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 2, 2026, reports $269M in regulatory assets under management, 5 employees, and 212 accounts.
Assets Under Management
$269M
Employees
5
Offices
--
Total Clients
212
Primary office
LOS ANGELES, CA
1801 CENTURY PARK EAST, SUITE 1800, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
130
2
HNWI
37.3%
79
3
Pension Plans
0.9%
2
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of April 2, 2026
Discretionary100.0%
$269M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$269M
Total Accounts212
10Y AUM Change$-198M (-42.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change-4 (-44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.