Multi-Family OfficeRIA · CRD 285693SEC-Registered

Updated:

Stonebridge Wealth Management

STONEBRIDGE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in OAK BROOK, IL, registered since 2018. The firm manages approximately $283 million...

Stonebridge Wealth Management

STONEBRIDGE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in OAK BROOK, IL, registered since 2018. The firm manages approximately $283 million in assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Oak Brook

Corporate office

New York, NY, United States

Principals

William H. M. Miller

Managing Partner

Sector focus

Financial ServicesReal EstatePrivate Equity

Frequently asked questions

What investment stages does Stonebridge typically target?

The firm focuses on later-stage private-equity opportunities in mid-market companies, as well as direct real estate investments in the United States. No venture-stage or early-stage activity is publicly indicated.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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