StoneRidge Investment Partners, LLC (StoneRidge) is located in suburban Philadelphia (Radnor) and offers competitive equity investment solutions to the institutional marketplace.
Founded in 1999, StoneRidge was restructured in 2009 and is now an emerging and minority-owned Registered Investment Advisory firm*, with $242.6 million in firm wide assets under management as of June 30, 2020 and 9 team members.
In May 2009, Steven Sanders was named CEO and Chief Investment Strategist at StoneRidge having acquired a controlling equity position through his investment holding company, Beltraith Capital, LLC.
On May 1, 2020, StoneRidge entered into a collaboration with Dr. Christopher Geczy and his firm, Forefront Analytics, LLC (Forefront) to enhance StoneRidge’s investment process. As a result, Forefront became a 30% owner in StoneRidge. The firm is, currently, 51% minority and 69% employee owned.
Beltraith Capital, LLC is a privately held company with majority equity stakes at StoneRidge, StoneRidge PMG Advisors (SRPMGA), a $1.7 billion fixed income management firm, and EmStone Advisers LLC (EmStone), a $80 million opportunistic fixed income management firm.
*Registration as an investment adviser does not imply a certain level of skill or training.