Stonebridge Partners Llc
- Regulatory AUM
- $99.4M
- Discretionary
- $99.4M
- Clients
- 14
- Avg AUM / client
- $7.1M
- Accounts
- 14
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $99.4M | 100.0% |
Private funds (19)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $139M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stonebridge Partners Equity Fund Iv, L.P. | Private Equity Fund | Delaware | $69.7M | 1 |
| Pmc Associates I Llc | Private Equity Fund | Delaware | $17.1M | 44 |
| Adi Associates Iii Llc | Private Equity Fund | Delaware | $11.3M | 1 |
| Adi Associates Ii Llc | Private Equity Fund | Delaware | $10.2M | 31 |
| Mfi Associates I Llc | Private Equity Fund | Delaware | $10.1M | 43 |
| Pmc Associates Ii Llc | Private Equity Fund | Delaware | $7.5M | 3 |
| Ap Associates I Llc | Private Equity Fund | Delaware | $4.5M | 31 |
| Adi Associates I Llc | Private Equity Fund | Delaware | $3.1M | 15 |
| Gfs Associates I Llc | Private Equity Fund | Delaware | $2.8M | 33 |
| Stonebridge Specialty Bakers Llc | Private Equity Fund | Delaware | $1.5M | 11 |
| Gfs Associates Ii Llc | Private Equity Fund | Delaware | $1.5M | 1 |
| Bakers Associates Ii Llc | Private Equity Fund | Delaware | $111K | 17 |
| Bakers Associates Iii Llc | Private Equity Fund | Delaware | $18.6K | 5 |
| Hydraulex Associates I, Llc | Private Equity Fund | Delaware | $0 | 18 |
| Hydraulex Associates Ii, Llc | Private Equity Fund | Delaware | $0 | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas, Andrew, A | Member | Mar 2021 (5y) | Less than 5% | |
| Connors, William | Managing Director | Jan 2022 (5y) | 50% – 75% | |
| Hanna, Stephen | Managing Director | Jan 2022 (5y) | 50% – 75% | |
| Howe, Charles | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (19, $139M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stonebridge Partners Equity Fund Iv, L.P. | Private Equity Fund | $69.7M | $25.0K | 1 |
| Pmc Associates I Llc | Private Equity Fund | $17.1M | $250K | 44 |
| Adi Associates Iii Llc | Private Equity Fund | $11.3M | $250K | 1 |
| Adi Associates Ii Llc | Private Equity Fund | $10.2M | $250K | 31 |
| Mfi Associates I Llc | Private Equity Fund | $10.1M | $10.0K | 43 |
| Pmc Associates Ii Llc | Private Equity Fund | $7.5M | $250K | 3 |
| Ap Associates I Llc | Private Equity Fund | $4.5M | $250K | 31 |
| Adi Associates I Llc | Private Equity Fund | $3.1M | $250K | 15 |
| Gfs Associates I Llc | Private Equity Fund | $2.8M | $10.0K | 33 |
| Stonebridge Specialty Bakers Llc | Private Equity Fund | $1.5M | $250K | 11 |
| Gfs Associates Ii Llc | Private Equity Fund | $1.5M | $0 | 1 |
| Bakers Associates Ii Llc | Private Equity Fund | $111K | $250K | 17 |
| Bakers Associates Iii Llc | Private Equity Fund | $18.6K | $250K | 5 |
| Hydraulex Associates I, Llc | Private Equity Fund | $0 | $250K | 18 |
| Hydraulex Associates Ii, Llc | Private Equity Fund | $0 | $250K | 11 |
| Hydraulex Associates Iv, Llc | Private Equity Fund | $0 | $250K | 4 |
| Bakers Associates I Llc | Private Equity Fund | $0 | $250K | 12 |
| Hydraulex Associates Iii, Llc | Private Equity Fund | $0 | $250K | 1 |
| Hydraulex Associates V, Llc | Private Equity Fund | $0 | $250K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 3.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Performance-based fees
- • Other fees
- • FEES AND MONITORING FEES PAID BY PORTFOLIO COMPANY
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗