StoneRidge PMG Advisors (SRPMGA) manages fixed income portfolios for institutional clients and high-net-worth individuals. SRPMGA uses a conservative, disciplined investment approach, seeking to outperform benchmarks through quantitative and fundamental analysis. SRPMGA offers customized Cash Management Solutions as well the following portfolio management strategies: Limited Maturity, Tax Efficient and Core-Government/Credit Fixed Income.
Assets Under Management$400M
Clients11
AdvisorsN/A
Avg. per Client$37M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
SRPMGA manages fixed income portfolios and charges a percentage of the assets they manage. Here's the fee schedule for each strategy:
Limited Maturity (LM2) and Tax Efficient (TE3):
- 0.25% on the first $25 million
- 0.20% on the next $25 million
- 0.15% on the balance
Core-Government/Credit Fixed Income:
- 0.375% on the first $10 million
- 0.325% on the next $25 million
- 0.30% on the next $50 million
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