Stoneridge Investment Partners is an investment advisor in Radnor with $224.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251841566
SEC advisor number
801-56755
FINRA CRD number
109261
AUM ?
$243.15 mm
(as of 25 Mar 24)
Accounts
8
(as of 25 Mar 24)
Employees
10
(6 investment advisory or research)
Address
Stoneridge Investment Partners
201 KING OF PRUSSIA ROAD
SUITE 200
RADNOR
PA 19087
201 KING OF PRUSSIA ROAD
SUITE 200
RADNOR
PA 19087
Phone
4842545400
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22