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| Stoneridge Investment Partners LLC
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|---|---|
| CRD # | 109261 |
| SEC # | 801-56755 |
| CIK # | 0001108831 |
| AUM | 152.3 M (2026-04-16) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 484-254-5400 |
| Address | 201 King of Prussia Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.4 | ||
| Apple Inc | 7.4 | ||
| Microsoft Corp | 7.0 | ||
| Wells Fargo & Co/MN | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| Boston Scientific Corp | 5.2 | ||
| Broadcom Inc | 5.2 | ||
| Nike Inc | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Facebook Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 89.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 62.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 152.3 |
| By Discretionary | ||
| Discretionary | 5 | 152.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 152.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.3 | |
| Total | 5 | 152.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001108831] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
Stoneridge PMG Advisors LLC
✚
|
PA | 390.7 M |
|
Stoneridge Investment Partners LLC
✚
|
PA | 152.3 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mission Investment Advisors LLC
✚
|
158.1 M | |
|
MORK Capital Management LLC
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|
CA | 157.4 M |
|
Guggenheim Investments Loan Advisors LLC
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|
CT | 155.4 M |
|
BP Asset Management Inc
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|
NC | 155.3 M |
|
Long Short Advisors LLC
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|
FL | 154.2 M |
|
Solpacific LLC
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|
MN | 154.0 M |
|
Oaklawn Capital Management LLC
✚
|
153.0 M | |
|
VF Advisors LLC
✚
|
KY | 150.0 M |
|
Lincoln Capital Advisers LLC
✚
|
IL | 150.0 M |
|
Hundredfold Advisors LLC
✚
|
VA | 148.2 M |