Stoneridge Investment Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Stoneridge Investment Partners LLC
CRD #109261
SEC #801-56755
CIK #1108831
AUM $332.4 MM (100% Disc, 100% US)
Employees10 (60% Investors, 0% Brokers)
Phone484-254-5400
Address201 King of Prussia Road
Radnor, PA 19087
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 23.1
BIIB 61,270.0 16.5
BAC 279,520.0 14.8
JPM 341,670.0 13.6
TGT 39,490.0 13.3
WFC 226,380.0 11.8
IBM 122,540.0 11.3
MSFT 865,660.0 10.7
C 145,840.0 9.8
CHD 16,340.0 9.3
View All
Holdings by Sector ($BB)
Limited Partners 2011 - 2019
California Public Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
Teachers' Retirement System of the City of New York
Comparable Firms State AUM ($BB)
Imperium Advisors LLC
FL
0.3
Precept Asset Management LLC
NJ
0.3
Kelmoore Investment Company Inc
CA
0.3
Donald Smith LP
NY
0.3
Northwest Investment Consulting Inc
WA
0.3
Leader Capital Corp
WA
0.3
Undiscovered Managers LLC
TX
0.3
Evercore Advisors LLC
NY
0.3
Seagate Global Advisor LLC
CA
0.3
Sky Bridge Capital LLC
NY
0.3