Stoneridge Investment Partners LLC
● SEC registered since 1999CRD 109261SEC# 801-56755Radnor, PA
Reg. AUM
$152.3M
Employees
10
Accounts
5
Location
Radnor, PA
Stoneridge Investment Partners LLC assets under management
Stoneridge Investment Partners LLC is an investment advisory firm registered with the SEC based in Radnor, PA. The firm has been registered since 1999. It reports $152.3 million in regulatory assets under management and employs 10 people.
Stoneridge Investment Partners LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beltraith Capital, LLC Control | Member | 50-75% | 2009 |
| Bennett Perry Lomax | Elected Manager | Under 5% | 2009 |
| Donald Richard Caldwell | Elected Manager | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Stoneridge Investment Partners LLC manage?
Stoneridge Investment Partners LLC reports $152.3 million in regulatory assets under management on its Form ADV.
How many employees does Stoneridge Investment Partners LLC have?
Stoneridge Investment Partners LLC reports 10 employees.
Where is Stoneridge Investment Partners LLC located?
Stoneridge Investment Partners LLC is based in Radnor, PA and has been SEC-registered since 1999.
Does Stoneridge Investment Partners LLC disclose fund performance?
Stoneridge Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 King of Prussia Road, Suite 200, Radnor, PA 19087 |
| Phone | 484-254-5400 |
| Fax | 610-647-5973 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1108831 |
| Discloses disciplinary history | No |
Regulatory AUM
$152.3M▼ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$152.3Mregulatory AUM
Discretionary $152.3M