Stoneridge Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated April 16, 2026, reports $152M in regulatory assets under management, 10 employees, and 5 accounts.
Assets Under Management
$152M
Employees
10
Offices
--
Total Clients
5
Primary office
RADNOR, PA
201 KING OF PRUSSIA ROAD, SUITE 200, RADNOR, PA, United States
Top client segmentGovernment represent 80.0% of total clients.
Top client categories% of clientsClients
1
Government
80.0%
4
2
Insurance Cos.
20.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of April 16, 2026
Discretionary100.0%
$152M
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$152M
Total Accounts5
10Y AUM Change$-627M (-80.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change-2 (-16.7%)
* 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.