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| Stonebridge Capital Management Inc
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|
|---|---|
| CRD # | 106073 |
| SEC # | 801-5363 |
| CIK # | 0000051812 |
| AUM | $292.0 MM (2024-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 310-277-1450 |
| Address | 1801 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| ORCL | 182,760.6 | 0.0 | |
| SYK | 74,798.9 | 0.0 | |
| GD | 61,231.2 | 0.0 | |
| INTU | 108,963.5 | 0.0 | |
| PEP | 226,773.9 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| CVX | 294,604.1 | 0.0 | |
| KO | 269,985.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 22.5 |
| (b) Individuals (high net worth individuals) | 98 | 259.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.4 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 284 | 292.0 |
| By Discretionary | ||
| Discretionary | 284 | 292.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 284 | 292.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.0 | |
| Total | 284 | 292.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000051812] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Financial Inc
✚
|
VA | 0.3 |
|
Crescent Hill Partners LLC
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|
NY | 0.3 |
|
Wealth Management Consultants Colorado LLC
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|
TX | 0.3 |
|
Cadence Wealth Management LLC
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|
MA | 0.3 |
|
FSA Advisors Inc
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|
MI | 0.3 |
|
Graham Bordelon Golson & Gilbert Inc
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|
LA | 0.3 |
|
Proquility Private Wealth Partners LLC
✚
|
NV | 0.3 |
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.3 |
|
Sherwood Financial Partners LLC
✚
|
CA | 0.3 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |