STOCKBRIDGE CAPITAL GROUP, LLC

RIASEC RegisteredEst. 2009
Total AUM
$21.5B
Discretionary
$4.2B
19% of AUM
Avg account
$862M
Accounts
25
Employees
183
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
149002
Registered since
January 8, 2009
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles98.35%
  • Corporations / Businesses1.65%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stockbridge Capital Group, LLC is a real estate-focused investment manager organized as a limited liability company and registered with the SEC in 2009. The firm primarily serves institutional clients and operates as an adviser to pooled investment vehicles while also providing portfolio management for businesses and institutions. It functions as an investment sponsor and serves in principal roles for its funds (sponsor, general partner, managing member), which indicates hands-on involvement in fund structuring, asset-level decisions and capital raising. The firm’s fee model is multi-faceted — it charges percentage-of-AUM fees alongside fixed fees and performance-based compensation, consistent with traditional real estate fund economics. Stockbridge is not identified as an active ESG investor and is not structured as a multi-state adviser under its disclosure profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • KRISTIN RENAUDIN

    Chief Financial OfficerCRD 2906547

  • TERRENCE FANCHER

    Chief Executive OfficerCRD 1564931

  • DANIEL NEWMAN

    Chief Compliance OfficerCRD 6114135

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Contacts

1 of 1
  • STEPHEN PILCH

    Executive DirectorCRD 5621453

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth