The STONEBRIDGE FINANCIAL GROUP MISSOURI is a privately held investment adviser that advises $2.4Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STONEBRIDGE FINANCIAL GROUP MISSOURI 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 remained the same over the last few years.
The Group has been registered with the SEC for 0.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3770 SOUTH LINDBERGH BOULEVARD, SUITE 102, ST. LOUIS, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 7 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $2.4Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 67 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.81Bn or 75.44% of Total Assets and High Net Worth Individuals own $439.51mn or 18.33% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
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.
The Group discloses fixed fees and management fees.
STONEBRIDGE FINANCIAL GROUP MISSOURI names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.