Stoneridge Investment Partners LLC is a large advisory firm based in Radnor. It manages $332.36 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Stoneridge Investment Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and sub-advisory services to an investment adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stoneridge Investment Partners LLC is $332.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stoneridge Investment Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, other investment advisers, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Philip Herbert Brown is pension and profit sharing plans with 7 clients and $189.16 million of assets under management. Among the 4 most similar advisory firms, Stoneridge Investment Partners has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $332.36 million for 15 clients. None of the firm’s clients are foreign persons or businesses.
Stoneridge Investment Partners doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Philip Herbert Brown has been acting as President since 1 Oct 1999. Joseph Edward Stocke has served as the Chief Investment Officer since 1 Oct 1999 and Steven Leroy Sanders is the Chief Executive Officer of Stoneridge Investment Partners LLC family office. Kimberly Ann Clarke joined the executive team most recently as the Chief Compliance Officer.
The principal office where Stoneridge Investment Partners LLC performs its advisory services is located at 201 King Of Prussia Road, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Kennett Square, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-254-5400 or by fax 610-647-5973. The normal business hours are 8:00a.m. to 6:00p.m. on Monday - Friday. You can find more information about the New York firm at stoneridgeinvestments.com.