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FIRM PROFILE
Overview
SUMRIDGE PARTNERS, LLC is located at 111 Town Square Place, Jersey City, NJ 07310 and was first established at Woodbridge, Delaware in 09/29/2009. After operating for 16 years, SUMRIDGE PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SUMRIDGE PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SUMRIDGE PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SUMRIDGE PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SUMRIDGE PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SUMRIDGE PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SUMRIDGE PARTNERS, LLC Comes From
Understanding the Statistics for SUMRIDGE PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
111 Town Square Place, Jersey City, NJ 07310
111 Town Square, Jersey City, NJ 07310
Small
(201) 898-2525
Delaware since 09/29/2009
Limited Liability Company
September
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| EVEREST ACQUISITION CO. | OWNER | ||
| CARTER, HORACE LEROY | PRESIDENT | 2157720 | |
| CATLIN, CHRISTOPHER EDWIN | DIRECTOR OF OPERATIONS/ COO (2/2015) | 1759063 | |
| CHAMPAGNE, JUSTIN TYLER | MUNICIPAL PRINCIPAL/ MANAGING DIRECTOR (7/2022) | 5822474 | |
| CHAMPAGNE, RYAN | HEAD OF TRADING/ SENIOR MANAGING DIRECTOR (7/2022) | 4774950 | |
| DELEON, ALLYSSA NICOLE | CFO/ FINOP | 6902665 | |
| JIANG, JIANZHONG | CHIEF TECHNOLOGY OFFICER/ SENIOR MANAGING DIRECTOR (7/2022) | 4779195 | |
| MORANO, KEVIN ROBERT | SENIOR MANAGING DIRECTOR | 1928935 | |
| SHIM, KATHERINE | CHIEF COMPLIANCE OFFICER | 4204142 |
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Advisor's working at SUMRIDGE PARTNERS, LLC
Anna M. Manning
Megan Elizabeth Nelson Williams
Christopher Edwin Catlin
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