Stoneridge Investment Partners
Stoneridge Investment Partners is an SEC-registered ria in Radnor, PA with $152.3M assets under management (AUM, regulatory AUM), -47% over one year. See who owns Stoneridge Investment Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109261, SEC 801-56755, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $152.3M (2026-04-16)
- Firm type
- Ria
- Location
- Radnor, PA
- Employees
- 10
- Clients
- 4
- CRD
- 109261
- Ownership
- STOCKE, JOSEPH, EDWARD; COOK, DANIEL, HIMES; RICH, LESTER, TODD; HIGHCREST PARTNERS, LP; BUTSON, HOLLY, ANN
How much AUM does Stoneridge Investment Partners have?
Stoneridge Investment Partners reported $152.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Stoneridge Investment Partners?
Disclosed owners and executives of Stoneridge Investment Partners include STOCKE, JOSEPH, EDWARD, COOK, DANIEL, HIMES, RICH, LESTER, TODD, HIGHCREST PARTNERS, LP, BUTSON, HOLLY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.