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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) |
| Fees | |
| Minimum | |
| Phone | 484-254-5400 |
| Address | 201 King of Prussia Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001108831 |
| Sector | Form 13F Holdings | Value ($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 | |
| Alphabet Inc | 3.2 | |
| Huntington Bancshares Inc/MD | 3.2 | |
| Target Corp | 3.0 | |
| Fiserv Inc | 2.2 | |
| Abbott Laboratories | 2.1 | |
| Lam Research Corp | 2.0 | |
| Uber Technologies Inc | 1.9 | |
| Carrier Global Corp | 1.8 | |
| Exelon Corp | 1.7 | |
| Advanced Micro Devices Inc | 1.7 | |
| UnitedHealth Group Inc | 1.7 | |
| KLA Tencor Corp | 1.6 | |
| Applied Materials Inc /DE | 1.6 | |
| Baker Hughes A GE Co | 1.4 | |
| Salesforce Com Inc | 1.4 | |
| United Parcel Service Inc | 1.3 | |
| ServiceNow Inc | 1.3 | |
| Prudential Financial Inc | 1.3 | |
| Wal Mart Stores Inc | 1.3 | |
| Assurant Inc | 1.3 | Prev | Page 1 | Next |
| 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 |
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|---|---|---|
|
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 |