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| Stonebridge Capital Advisors LLC
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|---|---|
| CRD # | 111447 |
| SEC # | 801-53760 |
| CIK # | 0001600035 |
| AUM | 2,519.6 M (2026-03-30) |
| Employees | 31 (42% Investors, 0% Brokers) |
| Phone | 651-251-1000 |
| Address | 2550 University Avenue West St Paul, MN 55114-1017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 70.2 | ||
| Alphabet Inc | 60.8 | ||
| Microsoft Corp | 60.4 | ||
| Amazon Com Inc | 46.8 | ||
| J P Morgan Chase & Co | 34.2 | ||
| Facebook Inc | 32.3 | ||
| McDonalds Corp | 31.3 | ||
| Nvidia Corp | 29.4 | ||
| Wal Mart Stores Inc | 26.6 | ||
| Visa Inc | 22.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,071 | 0.4 |
| (b) Individuals (high net worth individuals) | 538 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 31 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 15 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,151 | 2.5 |
| By Discretionary | ||
| Discretionary | 3,083 | 2.4 |
| Non-Discretionary | 68 | 0.1 |
| Total | 3,151 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 3,151 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001600035] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail, Research |
| LEI | 984500WB49049DSF0D13 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Acropolis Investment Management LLC
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MO | 2,612.3 M |
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TX | 2,507.5 M |
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Alphastar Capital Management LLC
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NC | 2,496.2 M |
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Oxbow Advisors LLC
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TX | 2,464.5 M |
|
Everhart Financial Group Inc
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OH | 2,464.1 M |
|
Howe and Rusling Inc
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NY | 2,435.2 M |
|
Boulay Financial Advisors LLC
✚
|
MN | 2,420.7 M |