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 an SEC-registered investment adviser organized as an LLC that operates primarily as a real estate fund manager for institutional clients. Registered in 2009, the firm provides portfolio management to pooled investment vehicles and to businesses or institutional accounts. It functions as an adviser and sponsor — acting in roles such as general partner and managing member of pooled vehicles it advises. The firm’s fee arrangements include asset-based fees, fixed fees and performance-based fees. Stockbridge’s mandate and filings indicate a concentrated focus on real estate strategies rather than public-market equities, and the firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Kristin Renaudin

    Chief Financial OfficerCRD 2906547

  • Terrence Fancher

    Terrence Fancher

    Chief Executive OfficerCRD 1564931

  • Daniel Newman

    Daniel Newman

    Chief Compliance OfficerCRD 6114135

Unlock 1 more executives

Contacts

1 of 1
  • Stephen Pilch

    Stephen Pilch

    Executive DirectorCRD 5621453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth