RIA Intel›Advisers›Pennsylvania›STONERIDGE INVESTMENT PARTNERS LLC

STONERIDGE INVESTMENT PARTNERS LLC

Advisory

N·RADNOR, PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$152M
1-Year AUM Growth
+29.1%
3-Year CAGR
+10.7%
Employees
6
Assets Under Management
Total AUM$152M
Discretionary AUM$152M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingApr 3, 2001
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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