StoneRidge PMG Advisors provides portfolio management for institutions.
StoneRidge PMG Advisors reports 18 clients. They include 13 state or municipal government entities, 2 insurance companies, and 2 corporations and other businesses. Of its assets, 33.5% ($259M across 13 accounts) are managed with discretion; $515M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| State or municipal government entities | 72% | 87% |
| Insurance companies | 11% | 10% |
| Corporations and other businesses | 11% | <1% |
| Other | 6% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| State or municipal government entities | 13 | $677M | 87.4% | $52.1M |
| Insurance companies | 2 | $80.2M | 10.4% | $40.1M |
| Corporations and other businesses | 2 | $4.74M | 0.6% | $2.37M |
| Other | 1 | $12.3M | 1.6% | $12.3M |
| Total | 18 | $774M | 100% | $43M |
- Clients
- 13
- Regulatory AUM
- $677M
- AUM share
- 87.4%
- Avg. per client
- $52.1M
- Clients
- 2
- Regulatory AUM
- $80.2M
- AUM share
- 10.4%
- Avg. per client
- $40.1M
- Clients
- 2
- Regulatory AUM
- $4.74M
- AUM share
- 0.6%
- Avg. per client
- $2.37M
- Clients
- 1
- Regulatory AUM
- $12.3M
- AUM share
- 1.6%
- Avg. per client
- $12.3M
Total
- Clients
- 18
- Regulatory AUM
- $774M
- AUM share
- 100%
- Avg. per client
- $43M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
StoneRidge PMG Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Beltraith Capital, LLC owns 50% to 75% of StoneRidge PMG Advisors. Steven Sanders is CEO; the leadership team includes Chief Financial Officer Wayne Leevy and Chief Compliance Officer Kimberly Clarke. It has 11 employees, 6 of them in advisory roles.
Leadership
- Steven SandersChief Executive Officer
- Wayne LeevyChief Financial Officer
- Kimberly ClarkeChief Compliance Officer
Staff
- 11 employees
- 6 in advisory functions
- 1 soliciting firm
- Owns 50% to 75% of Stoneridge PMG Advisors, LLC
Beltraith Capital, LLC
Control person · since July 2015
Bennett Lomax
Elected manager · since May 2009
Donald Caldwell
Elected manager · since May 2009
Osagie Imasogie
Elected manager · since May 2009
Wayne Leevy
Elected manager · Control person · since May 2009
- Owns 25% to 50% of Stoneridge PMG Advisors, LLC
Steven Sanders
Control person · since July 2015
- Owns 25% to 50% of Stoneridge PMG Advisors, LLC
Forefront Analytics, LLC
Control person · since May 2020
- Owns 25% to 50% of Forefront Analytics, LLC
Christopher Geczy
Control person · since May 2020
StoneRidge PMG Advisors’ regulatory assets fell from $1.52B (March 2021) to $774M (August 2026); clients fell from 43 to 18 and employees from 13 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $774M | 18 | 11 | 1 |
| March 2025 | $404M | 11 | 8 | 1 |
| July 2024 | $982M | 25 | 8 | 1 |
| March 2023 | $1.03B | 25 | 12 | 1 |
| March 2022 | $1.4B | 31 | 11 | 1 |
| March 2021 | $1.52B | 43 | 13 | 1 |
Besides its headquarters, StoneRidge PMG Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 201 King of Prussia Road, Suite 200, RadnorHQ
Contact and registration details
- Legal name
- Stoneridge PMG Advisors, LLC
- Headquarters
- 201 King of Prussia Road, Suite 200, Radnor, PA 19087
- Website
- srpmga.com
- Phone
- 484-254-5400
- SEC file
- 801-52204
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
StoneRidge PMG Advisors uses TD Bank USA, National Association ($515M, 73%), U.S. Bancorp ($116M, 16%) and Principal Bank ($79.5M, 11%) as custodians for its separately managed accounts. StoneRidge PMG Advisors does not have custody of client assets.
- TD Bank USA, National AssociationTD Bank USA, National Association · Wilmington, DE · $515M73%
- U.S. BancorpU.S. Bancorp · Minneapolis, MN · $116M16%
- Principal BankPrincipal Bank · Des Moines, IA · $79.5M11%
At year end, StoneRidge PMG Advisors’ separately managed accounts were largely in bonds (47%) and cash (31%).
What the accounts hold
- Stocks22%
- Bonds47%
- U.S. government and agency bonds29%
- Investment grade corporate bonds12%
- State and local bonds6%
- Cash31%
How many clients does StoneRidge PMG Advisors have?
StoneRidge PMG Advisors has 18 clients and manages $774 million for them, as of August 2026. They include 13 state or municipal government entities, 2 insurance companies, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does StoneRidge PMG Advisors offer?
StoneRidge PMG Advisors provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does StoneRidge PMG Advisors use?
StoneRidge PMG Advisors’ separately managed account assets are held at TD Bank USA, National Association (Wilmington, DE), with $515M, U.S. Bancorp (Minneapolis, MN), with $116M and Principal Bank (Des Moines, IA), with $79.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026
How many financial advisors does StoneRidge PMG Advisors have?
StoneRidge PMG Advisors has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does StoneRidge PMG Advisors invest in?
At the end of its last fiscal year, StoneRidge PMG Advisors’ separately managed accounts held 31% cash and equivalents, 29% U.S. government and agency bonds, 22% exchange-traded equities, 12% investment grade corporate bonds and 6% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns StoneRidge PMG Advisors?
StoneRidge PMG Advisors is owned through holding companies by Christopher Geczy. Its direct owners are Steven Sanders (25% to 50%), Beltraith Capital, LLC (50% to 75%) and Forefront Analytics, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does StoneRidge PMG Advisors get paid?
StoneRidge PMG Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact StoneRidge PMG Advisors?
StoneRidge PMG Advisors’ main office is at 201 King of Prussia Road, Suite 200, Radnor, PA 19087. Its phone number is 484-254-5400. Its website is srpmga.com.