STONERIDGE INVESTMENT PARTNERS LLC
Legal name: STONERIDGE INVESTMENT PARTNERS
CRD #109261 SEC #801-56755 RADNOR, PA 484-254-5400
SEC Registered
Total AUM
$286.2M
Discretionary
$286.2M
Employees
10
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $286.2M | $286.2M | $0 | 10 | 0 |
| Mar 2024 | $243.2M | $243.2M | $0 | 10 | 0 |
| Mar 2023 | $188.3M | $188.3M | $0 | 10 | 0 |
| Mar 2022 | $224.9M | $224.9M | $0 | 10 | 0 |
| Oct 2021 | $179.3M | $179.3M | $0 | 11 | 0 |
| Mar 2021 | $179.3M | $179.3M | $0 | 10 | 0 |
| Jun 2020 | $301.6M | $301.6M | $0 | 10 | 0 |
| Mar 2020 | $301.6M | $301.6M | $0 | 10 | 0 |
| Mar 2019 | $332.4M | $332.4M | $0 | 10 | 0 |
| Mar 2018 | $649.4M | $649.4M | $0 | 11 | 0 |
| Sep 2017 | $779.2M | $779.2M | $0 | 12 | 26 |
| Mar 2017 | $779.2M | $779.2M | $0 | 12 | 26 |
| Mar 2016 | $764.1M | $764.1M | $0 | 12 | 26 |
| Sep 2015 | $809.4M | $809.4M | $0 | 11 | 26 |
| Mar 2015 | $1.2B | $1.2B | $0 | 14 | 26 |
| Jun 2014 | $1B | $1B | $0 | 12 | 26 |
| Mar 2014 | $1B | $1B | $0 | 15 | 26 |
| Dec 2013 | $861.4M | $861.4M | $0 | 16 | 26 |
| Jul 2013 | $861.4M | $861.4M | $0 | 16 | 26 |
| Mar 2013 | $861.4M | $861.4M | $0 | 16 | 26 |
| Dec 2012 | $564.3M | $564.3M | $0 | 14 | 26 |
| Nov 2012 | $564.3M | $564.3M | $0 | 14 | 26 |
| Mar 2012 | $564.3M | $564.3M | $0 | 11 | 26 |
| Apr 2011 | $515.8M | $515.8M | $0 | -- | -- |
| Apr 2011 | $515.8M | $515.8M | $0 | -- | -- |
| Jul 2010 | $439.9M | $439.9M | $0 | -- | -- |
| Mar 2008 | $743.3M | $743.3M | $0 | -- | -- |
| Sep 2007 | $760.6M | $760.6M | $0 | -- | -- |
| Apr 2007 | $760.6M | $760.6M | $0 | -- | -- |
| Jan 2006 | $714M | $714M | $0 | -- | -- |
| Jun 2004 | $605M | $605M | $0 | -- | -- |
| Mar 2002 | $835M | $835M | $0 | -- | -- |
DateMar 2025
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$224.9M
Discretionary$224.9M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$649.4M
Discretionary$649.4M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees12
Clients26
DateMar 2017
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees12
Clients26
DateMar 2016
Total AUM$764.1M
Discretionary$764.1M
Non-Disc.$0
Employees12
Clients26
DateSep 2015
Total AUM$809.4M
Discretionary$809.4M
Non-Disc.$0
Employees11
Clients26
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients26
DateJun 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients26
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients26
DateDec 2013
Total AUM$861.4M
Discretionary$861.4M
Non-Disc.$0
Employees16
Clients26
DateJul 2013
Total AUM$861.4M
Discretionary$861.4M
Non-Disc.$0
Employees16
Clients26
DateMar 2013
Total AUM$861.4M
Discretionary$861.4M
Non-Disc.$0
Employees16
Clients26
DateDec 2012
Total AUM$564.3M
Discretionary$564.3M
Non-Disc.$0
Employees14
Clients26
DateNov 2012
Total AUM$564.3M
Discretionary$564.3M
Non-Disc.$0
Employees14
Clients26
DateMar 2012
Total AUM$564.3M
Discretionary$564.3M
Non-Disc.$0
Employees11
Clients26
DateApr 2011
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$439.9M
Discretionary$439.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$743.3M
Discretionary$743.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$760.6M
Discretionary$760.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$760.6M
Discretionary$760.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$605M
Discretionary$605M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$835M
Discretionary$835M
Non-Disc.$0
Employees--
Clients--