Southbridge Capital Partners LLC

SouthBridge Capital Partners LLC provides investment management and advisory services to individuals (including high‑net‑worth clients), families, estates, trusts, and retirement plan sponsors, working with a small number of clients through separately managed accounts and referrals to third‑party managers. The firm offers non‑discretionary portfolio management, independent manager selection, retirement plan consulting, and legacy‑position oversight.

The firm operates primarily on a non‑discretionary basis, providing recommendations that require client approval before executing trades and coordinating with selected sub‑advisors while retaining authority under client agreements to hire or replace those managers. Its investment process blends strategic, dynamic, and tactical asset‑allocation approaches and uses quantitative, fundamental, technical, and qualitative analysis across equities, fixed income, mutual funds, ETFs, options, and, for qualified clients, alternative investments.

Notably, SouthBridge may recommend the use of margin or other borrowing within separately managed accounts specifically for clients’ non‑investment financing needs, an arrangement the brochure highlights and that is uncommon among peers. The firm’s principal is also a licensed insurance representative who implements insurance products outside the advisory relationship and receives commissions for those activities, a disclosed affiliation that clients should consider.