STONEBRIDGE FINANCIAL INC
Legal name: STONEBRIDGE CAPITAL MANAGEMENT
CRD #106341 SEC #801-40364 PARAMUS, NJ 973-244-9696
SEC Registered
Total AUM
$197.8M
Discretionary
$197.8M
Employees
3
Clients
0
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $197.8M | $197.8M | $0 | 3 | 3 |
| Apr 2023 | $191.3M | $191.3M | $0 | 4 | 3 |
| Nov 2022 | $231.9M | $231.9M | $0 | 5 | 3 |
| Nov 2022 | $231.9M | $231.9M | $0 | 5 | 3 |
| Mar 2022 | $231.9M | $231.9M | $0 | 5 | 3 |
| Oct 2021 | $204.9M | $204.9M | $0 | 4 | 5 |
| Mar 2021 | $204.9M | $204.9M | $0 | 4 | 5 |
| Jun 2020 | $173.3M | $173.3M | $0 | 4 | 5 |
| Mar 2020 | $173.3M | $173.3M | $0 | 4 | 5 |
| Oct 2019 | $152.5M | $152.5M | $0 | 4 | 5 |
| Mar 2019 | $152.5M | $152.5M | $0 | 4 | 5 |
| Mar 2018 | $199.2M | $199.2M | $5.4K | 4 | 0 |
| Apr 2017 | $171.9M | $171.9M | $0 | 4 | 200 |
| Mar 2017 | $171.9M | $171.9M | $0 | 4 | 200 |
| Mar 2016 | $166M | $166M | $0 | 4 | 300 |
| Mar 2015 | $175.2M | $175.2M | $0 | 4 | 300 |
| Aug 2014 | $171.3M | $171.3M | $0 | 5 | 300 |
| Mar 2014 | $171.3M | $171.3M | $0 | 5 | 300 |
| Apr 2013 | $145.2M | $145.2M | $0 | 6 | 300 |
| Dec 2012 | $117M | $117M | $0 | 6 | 300 |
| Nov 2012 | $117M | $117M | $0 | 6 | 300 |
| Apr 2012 | $117M | $117M | $0 | 6 | 300 |
| Nov 2011 | $127.4M | $127.4M | $0 | 6 | 251 |
| Mar 2011 | $127.4M | $127.4M | $0 | 10 | -- |
| Apr 2010 | $137.8M | $137.8M | $0 | 10 | -- |
| Mar 2008 | $214.6M | $214.6M | $0 | 10 | -- |
| Mar 2007 | $183M | $183M | $0 | 10 | -- |
| Mar 2004 | $120M | $120M | $0 | 10 | -- |
| Apr 2002 | $152.3M | $152.3M | $0 | 10 | -- |
DateFeb 2024
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees3
Clients3
DateApr 2023
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees4
Clients3
DateNov 2022
Total AUM$231.9M
Discretionary$231.9M
Non-Disc.$0
Employees5
Clients3
DateNov 2022
Total AUM$231.9M
Discretionary$231.9M
Non-Disc.$0
Employees5
Clients3
DateMar 2022
Total AUM$231.9M
Discretionary$231.9M
Non-Disc.$0
Employees5
Clients3
DateOct 2021
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees4
Clients5
DateMar 2021
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees4
Clients5
DateJun 2020
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2020
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees4
Clients5
DateOct 2019
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients5
DateMar 2019
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients5
DateMar 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$5.4K
Employees4
Clients0
DateApr 2017
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees4
Clients300
DateMar 2015
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees4
Clients300
DateAug 2014
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees5
Clients300
DateApr 2013
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees6
Clients300
DateDec 2012
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees6
Clients300
DateNov 2012
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees6
Clients300
DateApr 2012
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees6
Clients300
DateNov 2011
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees10
Clients--