StoneRidge Investment Partners (SRIP) is an investment advisor that manages equity portfolios for institutional investors. SRIP offers several equity strategies, including large cap core, high quality large cap, large cap constrained volatility, dynamic small cap equity, and smid growth long term. SRIP also provides model portfolio services to other investment advisors. SRIP does not directly manage investments for individual investors.
Assets Under Management$290M
Clients11
AdvisorsN/A
Avg. per Client$26M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Fees for Large Cap Core Equity and High Quality Large Cap strategies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.