CRD: 106073
Stonebridge Capital Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-1969
- Office Locations
- 1
Office Locations
About Stonebridge Capital Management INC
Stonebridge Capital Management is a Los Angeles-based, management-owned RIA founded in 1946 serving high-net-worth individuals and families. The team provides portfolio management plus wealth and retirement planning, with deep experience across equity and fixed income investing. The firm is independent (not affiliated with another entity) and primarily custodies with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DEBRA LYNN NEWMAN
Chief Compliance Officer, Chief Financial Officer, Corporate Secretary, EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 1 of 1 owners & executives
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RICHARD CLARK BARRETT
Principal
- CRD
- #4344598
Gillian Frances Goldman
--
- CRD
- #8188704
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,728,930 | $1,267,589 |
| Non-Discretionary | $0 | -- |
| Total | $268,728,930 | $1,267,589 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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