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Stoneridge Investments

Full company profile

uuid000k5e7

Namestring
Stoneridge Investments
Legal namestring
StoneRidge Investment Partners, LLC
Websiteurl
stoneridgeinvestments.com
Company typeenum
Private
Founded yearint
1999
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersRadnor, United States
HQ citystring
Radnor
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
registered investment advisory, active equity management, quantamental investment strategy, public equity portfolios, portfolio advisory services
Industry2 codes
1Large-Cap Equity (Active)
CodeFSAAAIAAPrimaryYes
2Target-Risk / Risk-Profile Model Portfolios
CodeFSAAAJADPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Investment Advisory Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Fees (AUM-based)
TypeSubscription Recurring
Description

As a registered investment advisory firm, StoneRidge Investment Partners generates revenue through advisory fees, typically calculated as a percentage of assets under management (AUM). This recurring revenue model aligns the firm's interests with client portfolio performance and long-term client relationships.

stoneridgeinvestments.com
Marketing channels1 record

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

StoneRidge Investment Partners, LLC is a registered investment advisory firm that manages portfolios of publicly traded securities using a Quantamental approach that combines advanced quantitative methods with the judgment of experienced portfolio managers. The firm delivers active public equity portfolio management designed to provide competitive risk-adjusted returns across economic cycles while reducing volatility.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

StoneRidge Investment Partners, LLC is a single registered investment advisory firm that offers investment management services using a Quantamental approach to manage portfolios of publicly traded securities. The company combines quantitative methods with experienced portfolio managers to provide competitive risk-adjusted returns across various economic cycles. No distinct named products, sub-brands, or modules are listed on the company website.

Product and service1 record
1Active Public Equity Portfolio Management
CategoryInvestment Advisory Services
Description

Registered investment advisory service that manages portfolios of publicly traded securities for high-net-worth individuals and institutional investors, combining quantitative analysis with experienced human portfolio management to deliver risk-adjusted returns and volatility reduction.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Peers8 records
1Loomis Sayles
TypeBroad incumbent
Description

Active equity and fixed-income manager serving institutional and intermediary channels. Provides overlapping active equity capabilities but at significantly greater scale and product breadth than StoneRidge.

2Tweedy, Browne Company
TypeDirect peer
Description

Boutique registered investment adviser focused on active global and international equity portfolios for individual and institutional clients. Closely comparable business model and client base to StoneRidge's active public equity RIA focus.

3Harding Loevner
TypeDirect peer
Description

Active global and international equity manager serving institutional and retail clients. Comparable boutique active equity RIA focused on fundamental research-driven public equity portfolios.

4Capital Group
TypeBroad incumbent
Description

One of the largest active equity and fixed-income managers globally, serving both institutional and individual clients. A scaled incumbent offering overlapping active public equity capabilities, but operating at vastly greater scale and brand reach than StoneRidge.

5Dodge & Cox
TypeDirect peer
Description

Employee-owned active equity and fixed-income manager for institutional and individual investors. Comparable in offering active public equity portfolio management with a research-driven, risk-conscious culture similar to StoneRidge's stated approach.

6Ariel Investments
TypeDirect peer
Description

Privately held active equity manager serving individual and institutional clients with a fundamentals-driven approach. Directly comparable to StoneRidge's boutique RIA model targeting HNW and institutional investors.

7WCM Investment Management
TypeDirect peer
Description

Boutique active equity manager focused on quality-growth strategies for institutional and retail channels. Comparable boutique RIA profile with active public equity management as the core service.

8Lazard Asset Management
TypeBroad incumbent
Description

Global active asset manager offering equity, fixed-income, and alternatives to institutional clients. Overlaps with StoneRidge's active equity advisory offering, but as a much broader multi-asset platform.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Stoneridge Investments

Investment Advisory Servicesstoneridgeinvestments.com

Stoneridge Investments firmographics

Firmographics
Name
Stoneridge Investments
Legal name
StoneRidge Investment Partners, LLC
Website
https://stoneridgeinvestments.com
Company type
Private
Founded year
1999
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Stoneridge Investments industry classification

Industry
Product category
Investment Advisory Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Large-Cap Equity (Active) (FSAAAIAA)
akta.pro secondary industry
Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

  • Registered investment advisory
  • Active equity management
  • Quantamental investment strategy
  • Public equity portfolios
  • Portfolio advisory services

Where Stoneridge Investments is headquartered

Location

Headquarters

HQ city
Radnor
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Stoneridge Investments business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Investment Advisory Fees (AUM-based): As a registered investment advisory firm, StoneRidge Investment Partners generates revenue through advisory fees, typically calculated as a percentage of assets under management (AUM). This recurring revenue model aligns the firm's interests with client portfolio performance and long-term client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Stoneridge Investments product offering

Product offering

Core offering

StoneRidge Investment Partners, LLC is a registered investment advisory firm that manages portfolios of publicly traded securities using a Quantamental approach that combines advanced quantitative methods with the judgment of experienced portfolio managers. The firm delivers active public equity portfolio management designed to provide competitive risk-adjusted returns across economic cycles while reducing volatility.

Product overview

StoneRidge Investment Partners, LLC is a single registered investment advisory firm that offers investment management services using a Quantamental approach to manage portfolios of publicly traded securities. The company combines quantitative methods with experienced portfolio managers to provide competitive risk-adjusted returns across various economic cycles. No distinct named products, sub-brands, or modules are listed on the company website.

Differentiator

Problem solved

Functional benefit

Products and services

  • Active Public Equity Portfolio Management Registered investment advisory service that manages portfolios of publicly traded securities for high-net-worth individuals and institutional investors, combining quantitative analysis with experienced human portfolio management to deliver risk-adjusted returns and volatility reduction.

Companies that use Stoneridge Investments

Customer profile

Segments1 record

Ideal customer profiles2 records

Stoneridge Investments technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Stoneridge Investments partnerships and signals

Strategic signal

Recent moves4 records

Stoneridge Investments competitors and assessment

Company assessment

Broad incumbents

  • Loomis Sayles: Active equity and fixed-income manager serving institutional and intermediary channels. Provides overlapping active equity capabilities but at significantly greater scale and product breadth than StoneRidge.
  • Capital Group: One of the largest active equity and fixed-income managers globally, serving both institutional and individual clients. A scaled incumbent offering overlapping active public equity capabilities, but operating at vastly greater scale and brand reach than StoneRidge.
  • Lazard Asset Management: Global active asset manager offering equity, fixed-income, and alternatives to institutional clients. Overlaps with StoneRidge's active equity advisory offering, but as a much broader multi-asset platform.

Direct peers

  • Tweedy, Browne Company: Boutique registered investment adviser focused on active global and international equity portfolios for individual and institutional clients. Closely comparable business model and client base to StoneRidge's active public equity RIA focus.
  • Harding Loevner: Active global and international equity manager serving institutional and retail clients. Comparable boutique active equity RIA focused on fundamental research-driven public equity portfolios.
  • Dodge & Cox: Employee-owned active equity and fixed-income manager for institutional and individual investors. Comparable in offering active public equity portfolio management with a research-driven, risk-conscious culture similar to StoneRidge's stated approach.
  • Ariel Investments: Privately held active equity manager serving individual and institutional clients with a fundamentals-driven approach. Directly comparable to StoneRidge's boutique RIA model targeting HNW and institutional investors.
  • WCM Investment Management: Boutique active equity manager focused on quality-growth strategies for institutional and retail channels. Comparable boutique RIA profile with active public equity management as the core service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Stoneridge Investments social profiles

Digital presence

Stoneridge Investments financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Stoneridge Investments leadership team

Management profile

Number of profiles

Profiles2 records

Stoneridge Investments funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Stoneridge Investments M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stoneridge Investments

What does Stoneridge Investments do?

StoneRidge Investment Partners, LLC is a registered investment advisory firm that manages portfolios of publicly traded securities using a Quantamental approach that combines advanced quantitative methods with the judgment of experienced portfolio managers. The firm delivers active public equity portfolio management designed to provide competitive risk-adjusted returns across economic cycles while reducing volatility.

Is Stoneridge Investments a public or private company?

Stoneridge Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Stoneridge Investments founded?

Stoneridge Investments was founded in 1999. It employs 1 to 10 people.

Where is Stoneridge Investments based?

Stoneridge Investments is headquartered in Radnor, United States, in the North America region.

How does Stoneridge Investments make money?

One revenue line is on record: investment Advisory Fees (AUM-based).

Who are Stoneridge Investments's main competitors?

Broad incumbents on record are Loomis Sayles, Capital Group and Lazard Asset Management. Direct peers are Tweedy, Browne Company, Harding Loevner, Dodge & Cox, Ariel Investments and WCM Investment Management.

Does Stoneridge Investments have an API?

No public API is recorded for Stoneridge Investments.

What industry is Stoneridge Investments in?

Stoneridge Investments's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active), with a secondary code of FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Markets DailyStoneridge Investment Partners LLC Lowers Stake in Amcor PLC $AMCRStoneridge Investment Partners LLC reduced its stake in Amcor PLC by 58.5% during the second quarter, selling 13,995 shares. Meanwhile, major institutional investors including State Street Corp, M&G PLC, and Vanguard Group Inc. increased their holdings in Amcor during the fourth quarter. The article also notes that Amcor recently reported quarterly earnings that exceeded analyst expectations with revenue of $6.40 billion.Markets DailyStoneridge Investment Partners LLC Acquires New Holdings in Corteva, Inc. $CTVAStoneridge Investment Partners LLC acquired a new stake of 6,828 shares in Corteva, Inc. during the second quarter, valued at approximately $537,000. Other institutional investors, including JPL Wealth Management and Elevation Wealth Partners, also adjusted their positions in the company recently. This activity follows Corteva's recent earnings report where it beat EPS estimates but saw revenue decline slightly year-over-year.Markets DailyStoneridge Investment Partners LLC Buys Shares of 1,717 Aon plc $AONStoneridge Investment Partners LLC purchased 1,717 shares of Aon plc in the second quarter, amounting to approximately $619,000. The article notes various institutional investors making changes to their positions in Aon, with significant holdings by firms like Vanguard Group Inc. and Dodge & Cox. Aon recently reported its quarterly earnings, showing a slight year-over-year revenue increase and announced a quarterly dividend.MarketBeatStoneridge Investment Partners LLC Sells 11,101 Shares of GE Aerospace $GEStoneridge Investment Partners trimmed its GE Aerospace stake by 72.8% in Q1, selling 11,101 shares and leaving 4,154 shares worth $831,000. Other funds like Vanguard and Northern Trust also adjusted positions, and analysts rate the stock a Moderate Buy with a $232.92 average price target.