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Stonebridge Capital Management Vii, LLC (West Caldwell)


Stonebridge Capital Management Vii, LLC is a pension cosultant based in West Caldwell. It manages $11.8 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Jersey.

Stonebridge Capital Management Vii provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stonebridge Capital Management Vii: assets under management

The assets under management (AUM) of Stonebridge Capital Management Vii, LLC is $11.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2273% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $368.76 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stonebridge Capital Management Vii, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Anthony Harclerode Ceo/member 1 Apr 1995 50% - 75% 1019390
Shachat & Simson Member 1 Mar 2002 75% - 100% 22-1621190

Based in West Caldwell

The principal office where Stonebridge Capital Management Vii, LLC performs its advisory services is located at 33 Clinton Road, West Caldwell, NJ 07006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-244-9696 or by fax 973-244-9441. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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