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STONERIDGE PMG ADVISORS, LLC

Business and Investment Profile

The STONERIDGE PMG ADVISORS, LLC is a privately held investment adviser that advises $530.76mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STONERIDGE PMG ADVISORS, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 68.83% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 30.13 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 201 KING OF PRUSSIA ROAD SUITE 200, RADNOR, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 18 employees comprised of 8 investment and 10 non-investment staff. The total number of Employees decreased by 21.74% over the last 5-years.

Asset Profile

Their $530.76mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 7 other accounts. Assets of Government Entities and Pension Plans clients own $451.47mn or 85.06% of Total Assets and Insurance Companies own $74.61mn or 14.06% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Government Entities and Pension Plans and Insurance Companies.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

STONERIDGE PMG ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: STONERIDGE PMG ADVISORS, LLC

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Keywords: Stoneridge PMG Advisors, Stoneridge Investment Partners, PMG, Stoneridge
Generated 2026-09-12T06:50:26.4831965.  © 2026 Convergence.