A complete list of active advisors currently associated with SouthBridge Capital Partners LLC

Warmer can help you find a great advisor at SouthBridge Capital Partners LLC or one who fits your needs even better.

SouthBridge Capital Partners is a small state‑registered investment adviser managing about $8.24 million for roughly 18 clients through two investment advisor representatives. The firm offers non‑discretionary investment management, access to independent third‑party managers, retirement plan consulting, and legacy/estate advisory services for individuals, high‑net‑worth families, trusts, estates, partnerships, and charitable organizations, including multi‑generational family accounts. The firm generally operates on a non‑discretionary basis and provides recommendations that require client approval before execution, using a mix of strategic, tactical, and core‑satellite allocation approaches informed by quantitative and qualitative analysis. Portfolios may include equities, fixed income, mutual funds, ETFs, options, and, when appropriate, alternative or private investments implemented directly or via third‑party managers. Compared with many peers, SouthBridge discloses two uncommon practices: it may recommend the use of borrowing or margin in separately managed accounts for non‑investment needs (for example, bridge loans), and its advisors engage in licensed insurance activities and receive commissions on insurance product sales, a potential conflict the firm discloses. The brochure also notes the firm’s authority to hire or replace third‑party managers and allocate assets among them without obtaining prior client consent, and it uses third‑party administrative technology for reporting, fee calculation, and billing.

To learn more about the advisors currently working at SouthBridge Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.