STONEBRIDGE CAPITAL ADVISORS LLC
CRD #111447 SEC #801-53760 ST. PAUL, MN 651-251-1000
SEC Registered
Total AUM
$2.3B
Discretionary
$2.2B
Employees
31
Clients
101
Accounts
2,982
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2.2B | $66.3M | 31 | 0 |
| Mar 2024 | $2B | $2B | $67.4M | 28 | 0 |
| Mar 2023 | $1.8B | $1.7B | $54.2M | 28 | 0 |
| Jun 2022 | $1.8B | $1.8B | $46.8M | 26 | 0 |
| May 2022 | $1.8B | $1.8B | $46.8M | 26 | 0 |
| Mar 2022 | $1.8B | $1.8B | $46.8M | 26 | 0 |
| Mar 2021 | $1.5B | $1.5B | $44.2M | 25 | 0 |
| Jun 2020 | $1.5B | $1.4B | $43.2M | 27 | 0 |
| Mar 2020 | $1.5B | $1.4B | $43.2M | 27 | 0 |
| Mar 2019 | $1.2B | $1.2B | $36.1M | 23 | 0 |
| Mar 2018 | $1.2B | $1.1B | $27.4M | 23 | 0 |
| Mar 2017 | $983M | $960.4M | $22.6M | 21 | 800 |
| Apr 2016 | $926.5M | $903.9M | $22.6M | 21 | 800 |
| Mar 2016 | $926.5M | $903.9M | $22.6M | 21 | 800 |
| Mar 2015 | $883.5M | $862.5M | $21M | 18 | 900 |
| Mar 2014 | $829.1M | $736.9M | $92.2M | 18 | 900 |
| Sep 2013 | $836.5M | $740.5M | $96M | 16 | 900 |
| Apr 2013 | $836.5M | $740.5M | $96M | 16 | 900 |
| Mar 2012 | $791M | $711.1M | $79.8M | 11 | 900 |
| Mar 2011 | $732M | $662.5M | $69.6M | -- | -- |
| Mar 2011 | $732M | $662.5M | $69.6M | -- | -- |
| Feb 2011 | $751.7M | $687.7M | $64M | -- | -- |
| Nov 2010 | $751.7M | $687.7M | $64M | -- | -- |
| Apr 2010 | $751.7M | $687.7M | $64M | -- | -- |
| Jun 2009 | $631.5M | $622.6M | $8.9M | -- | -- |
| Mar 2009 | $631.5M | $622.6M | $8.9M | -- | -- |
| Apr 2007 | $513.7M | $508.4M | $5.4M | -- | -- |
| Oct 2005 | $331.1M | $327.2M | $3.8M | 10 | -- |
| Apr 2004 | $296.2M | $292.7M | $3.5M | 10 | -- |
| Apr 2002 | $183.4M | $183.4M | $0 | 10 | -- |
DateMar 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$66.3M
Employees31
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$67.4M
Employees28
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$54.2M
Employees28
Clients0
DateJun 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$46.8M
Employees26
Clients0
DateMay 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$46.8M
Employees26
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$46.8M
Employees26
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$44.2M
Employees25
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$43.2M
Employees27
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$43.2M
Employees27
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$36.1M
Employees23
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$27.4M
Employees23
Clients0
DateMar 2017
Total AUM$983M
Discretionary$960.4M
Non-Disc.$22.6M
Employees21
Clients800
DateApr 2016
Total AUM$926.5M
Discretionary$903.9M
Non-Disc.$22.6M
Employees21
Clients800
DateMar 2016
Total AUM$926.5M
Discretionary$903.9M
Non-Disc.$22.6M
Employees21
Clients800
DateMar 2015
Total AUM$883.5M
Discretionary$862.5M
Non-Disc.$21M
Employees18
Clients900
DateMar 2014
Total AUM$829.1M
Discretionary$736.9M
Non-Disc.$92.2M
Employees18
Clients900
DateSep 2013
Total AUM$836.5M
Discretionary$740.5M
Non-Disc.$96M
Employees16
Clients900
DateApr 2013
Total AUM$836.5M
Discretionary$740.5M
Non-Disc.$96M
Employees16
Clients900
DateMar 2012
Total AUM$791M
Discretionary$711.1M
Non-Disc.$79.8M
Employees11
Clients900
DateMar 2011
Total AUM$732M
Discretionary$662.5M
Non-Disc.$69.6M
Employees--
Clients--
DateMar 2011
Total AUM$732M
Discretionary$662.5M
Non-Disc.$69.6M
Employees--
Clients--
DateFeb 2011
Total AUM$751.7M
Discretionary$687.7M
Non-Disc.$64M
Employees--
Clients--
DateNov 2010
Total AUM$751.7M
Discretionary$687.7M
Non-Disc.$64M
Employees--
Clients--
DateApr 2010
Total AUM$751.7M
Discretionary$687.7M
Non-Disc.$64M
Employees--
Clients--
DateJun 2009
Total AUM$631.5M
Discretionary$622.6M
Non-Disc.$8.9M
Employees--
Clients--
DateMar 2009
Total AUM$631.5M
Discretionary$622.6M
Non-Disc.$8.9M
Employees--
Clients--
DateApr 2007
Total AUM$513.7M
Discretionary$508.4M
Non-Disc.$5.4M
Employees--
Clients--
DateOct 2005
Total AUM$331.1M
Discretionary$327.2M
Non-Disc.$3.8M
Employees10
Clients--
DateApr 2004
Total AUM$296.2M
Discretionary$292.7M
Non-Disc.$3.5M
Employees10
Clients--
DateApr 2002
Total AUM$183.4M
Discretionary$183.4M
Non-Disc.$0
Employees10
Clients--