About Us

OUR VISION

HISTORY OF STONERIDGE


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. Senior members of our equity portfolio management team have worked together since 1984.

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 while 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.


STONERIDGE SUMMARY

INVESTMENT TEAM LONGEVITY AND CONTINUITY

  • StoneRidge Investment Partners, LLC was formed in 1999
  • 10 Staff members
  • Investment team approach
  • $616.50 million in assets under management*
  • Serving 21 institutional clients*
  • *as of 03/31/2018

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

StoneRidge strives to be the most dynamic, leading edge, emerging investment management firm of choice.