Stonebridge Capital Management Inc

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Stonebridge Capital Management Inc
CRD #106073
SEC #801-5363
CIK #0000051812
AUM $311.4 M (2025-04-01)
Employees 5 (100% Investors, 0% Brokers)
Phone310-277-1450
Address1801 Century Park East
Los Angeles, CA 90067
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002000200820172026
CIK Period
0000051812
Sector Form 13F Holdings Value ($M)
Applied Materials Inc /DE 2.8
Alphabet Inc 2.3
Exxon Mobil Corp 2.1
Canadian Pacific Railway Ltd/Cn 1.9
Merck & Co Inc 1.9
Illinois Tool Works Inc 1.7
Novartis AG 1.7
Amazon Com Inc 1.6
Pfizer Inc 1.6
Goldman Sachs Group Inc 1.5
Emerson Electric Co 1.4
BlackRock Inc 1.2
Advanced Micro Devices Inc 1.1
Norfolk Southern Corp 1.1
Moodys Corp /DE/ 1.0
Bristol Myers Squibb Co 0.9
Laboratory Corp of America Holdings 0.9
Boeing Co 0.9
Becton Dickinson & Co 0.8
Abbott Laboratories 0.8
3M Co 0.7
Wal Mart Stores Inc 0.7
Dentsply International Inc /DE/ 0.7
Amgen Inc 0.7
State Street Corp 0.6
J P Morgan Chase & Co 0.6
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 154 20.7
(b) Individuals (high net worth individuals) 91 280.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 6.2
(h) Charitable organizations 2 3.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 1.4
(n) Other 0 0.0
Total 251 311.4
By Discretionary
Discretionary 251 311.4
Non-Discretionary 0 0.0
Total 251 311.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 311.4
Total 251 311.4
EDGAR Form CIK 2011 - 2025
13F-HR [0000051812]
Comparable Firms State AUM ($B)
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OK 0.3
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Proathlete Wealth Management LLC
FL 0.3
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FL 0.3
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CA 0.3
Square Advisors LLC
0.3
Lifepro Asset Management LLC
CA 0.3
Centennial Wealth Advisory LLC
MI 0.3
Carmel Capital Management LLC
CA 0.3
Tallwoods Partners LLC
IL 0.3
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