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Stonebridge Financial Solutions

STONEBRIDGE FINANCIAL SOLUTIONS, INC is a state-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 a state-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

Real EstatePrivate CreditInfrastructure

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.

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.

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