Stoneridge Investment Partners

StoneRidge Investment Partners, LLC is a suburban Philadelphia-based registered investment adviser specializing in separate account equity management for institutional investors and other investment advisers. The firm was established in 1999 by equity investment professionals formerly with Meridian Investment Company. Beltraith Capital, LLC acquired a majority ownership interest in SRIP in 2009. SRIP offers various equity products, including Large Cap Core Equity, High Quality Large Cap, Large Cap Constrained Volatility, Dynamic Small Cap Equity, and Smid Growth Long Term. The firm manages discretionary assets totaling $286,207,220 as of December 31, 2024, for institutional investors, public funds, Taft-Hartley plans, private funds, insurance companies, and foundations. For clients with separately managed accounts, fees are negotiable and billed quarterly based on total assets. SRIP may engage in sub-advisory arrangements, where fees may vary. The firm does not charge performance-based fees. Clients have the option to delegate proxy voting authority to SRIP. The firm does not maintain custody of client funds. Investment discretion varies depending on the type of account, with model portfolio services negotiated with sponsoring investment advisers. The firm's investment strategies include fundamental research, technical analysis, and quantitative tools to make investment decisions. SRIP's investment philosophy focuses on growth, valuation, corporate strategy, management quality, and industry fundamentals. The firm's investment team uses a proprietary screening tool to identify potential investments and conducts research through company meetings, analyst reports, and industry conferences. SRIP has a Code of Ethics in place to ensure professional and ethical conduct by employees. Compliance and supervision are overseen by the Chief Compliance Officer. The firm has no legal or disciplinary events to disclose.