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STONEBRIDGE ADVISORS LLC
CRD 134017File 801-63899
APPROVED
Retail clients
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.83B
Top 10% of cohort (national)
Discretionary AUM
$11.83B
Clients
253
3,739 accounts
Employees
15
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 18, 2005
- Principal office
- 10 WESTPORT ROAD, SUITE C101, WILTON, CT, 06897-4543
- Phone
- 203-762-0004
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.83B
- Discretionary AUM
- $11.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,739
- Non-discretionary accounts
- 0
- Total accounts
- 3,739
- AUM per client
- $46.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $14.4M |
| Investment companies | 4 | $10.26B |
| Charitable organizations | 7 | $33.3M |
| Other investment advisers | 5 | $1.32B |
| High net worth individuals | 11 | $50.8M |
| Pension and profit sharing plans | 11 | $72.1M |
| Individuals (other than high net worth individuals) | 210 | $68.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 11- Q11C2
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 255 | 253 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.