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Stonebridge Financial Solutions
STONEBRIDGE FINANCIAL SOLUTIONS, INC is an SEC-registered investment adviser in LONE TREE, CO. The firm manages $42 million in assets, $40 million on a...
Stonebridge Financial Solutions
STONEBRIDGE FINANCIAL SOLUTIONS, INC is an SEC-registered investment adviser in LONE TREE, CO. The firm manages $42 million in assets, $40 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Lone Tree
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What does Stonebridge Financial Solutions invest in?
Stonebridge focuses on private credit and real estate transactions, including bridge loans, mezzanine debt, preferred equity, and direct property acquisitions. The firm targets middle-market opportunities in the $5 million to $50 million range, with an emphasis on asset-backed, collateral-intensive structures. Sectors include multifamily, industrial, mixed-use, and specialty finance assets such as litigation funding and receivables facilities.
How does Stonebridge source its deals?
The firm originates its own transactions rather than relying on broker intermediaries or placement agents. Deal flow comes through direct relationships with real estate sponsors, middle-market companies, and legal and accounting networks in the New York metropolitan area. Stonebridge's principal co-investment posture gives sponsors a single counterparty that has its own capital at risk.
Is Stonebridge a fund manager or a deal-by-deal investor?
Stonebridge operates on a deal-by-deal basis rather than through commingled blind-pool funds. The firm raises capital for individual transactions, typically syndicating opportunities to family offices, high-net-worth individuals, and institutional co-investors. There is no known discretionary fund vehicle or permanent capital structure.
Does Stonebridge co-invest alongside its clients?
Yes. Stonebridge retains a principal co-investment position in each transaction it structures. This alignment mechanism ensures that the firm has its own capital at risk alongside external investors, a structure that distinguishes it from advisory firms that earn fees regardless of investment performance.
Where does Stonebridge focus geographically?
The primary focus is the New York tri-state area, where the firm has its deepest origination relationships and local market knowledge. Select investments extend to South Florida and other supply-constrained coastal markets, but the firm does not broadly pursue opportunities outside these regions.
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