• Vision
  • Mission
  • History
  • Team
Vision Banner
Client Focused

We endeavor to provide real value to clients through superior investment returns and exceptional service.

Community Citizenship

We respect and support the communities we touch through sponsorship of local and national causes.

Employee Powered

We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.

Mission Banner StoneRidge strives to be the most dynamic, leading edge, emerging investment management firm of choice
Summary
  • StoneRidge Investment Partners, LLC was formed in 1999
  • 13 Staff members
  • Investment team approach
  • $666 million in assets under management*
  • Serving 22 institutional accounts*
*as of 09/30/2017
History

PRESS RELEASE

July 24, 2015

StoneRidge Investment Partners LLC, merged its Fixed Income Portfolio Management Division with PMG Advisors LLC and formed StoneRidge PMG Advisors, LLC on July 1, 2015. With $1.5 Billion in assets under management, StoneRidgePMG is one of the largest emerging manager firms in the Commonwealth of Pennsylvania specializing in managing fixed income portfolios for institutional clients. The firm is a registered investment advisor* and will operate from StoneRidge PMG's offices located in West Conshohocken, Pa.

The transaction enables StoneRidge Investment Partners to focus solely on equity portfolio management and our three equity strategies (Small Cap Growth, SMID Cap Growth and Large Cap Core Equity).

StoneRidge Investment Partners is an independent registered investment advisor (RIA)* located in suburban Philadelphia, PA. Our diversity in ownership and staff enables our firm to create highly effective teams, delivering a competitive and performance-driven culture that differentiates our investment returns from our peers.

Founded in 1999 and restructured under new management in 2009, StoneRidge became an emerging and minority-owned equity money management firm, offering investment solutions to public pension funds, endowments & foundations, corporate employee benefit and treasury funds as well as Taft-Hartley plans.

Members of our equity portfolio management team have worked together for nearly 30 years and have managed assets in excess of $10 Billion.

In 2008, Steven Sanders formed Beltraith Capital, LLC for the purpose of acquiring a controlling interest in StoneRidge Investment Partners. In May 2009, Mr. Sanders was named CEO & Chief Investment Strategist at StoneRidge and Beltraith currently has a 73% ownership interest.

At StoneRidge, we manage fully diversified equity portfolios utilizing our proprietary "Quantamental" investment process to deliver investment solutions.

*Registration as an investment adviser does not imply a certain level of skill or training.

Investment
  • Team averages over 20 years of investment experience
  • Senior equity team has worked together since 1990
  • Expertise across all economic sectors and capitalization tiers

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