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STONEBRIDGE CAPITAL MANAGEMENT INC
CRD 106073File 801-5363
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$268.7M
Below cohort median (national)
Discretionary AUM
$268.7M
Clients
212
212 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 6, 1969
- Principal office
- 1801 CENTURY PARK EAST, SUITE 1800, LOS ANGELES, CA, 90067
- Phone
- 310-277-1450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.7M
- Discretionary AUM
- $268.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 212
- Non-discretionary accounts
- 0
- Total accounts
- 212
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.4M |
| High net worth individuals | 79 | $243.9M |
| Pension and profit sharing plans | Fewer than 5 | $7.9M |
| Individuals (other than high net worth individuals) | 130 | $14.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 251 | 212 | decreased by39 |
| May 1, 2026 | AUM | $311,431,007 | $268,728,930 | decreased by$42,702,077 |
| May 1, 2026 | Accounts | 251 | 212 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 356 | 251 | decreased by105 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $435,095,848 | $311,431,007 | decreased by$123,664,841 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 356 | 251 | decreased by105 |
| May 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2022 | Clients | 388 | 356 | decreased by32 |
| May 1, 2022 | AUM | $396,250,810 | $435,095,848 | increased by$38,845,038 |
| May 1, 2022 | Accounts | 388 | 356 | decreased by32 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONEBRIDGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONEBRIDGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.