Stockbridge Capital Group, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 149002
- Registered since
- January 8, 2009
- Website
- www.stockbridge.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Contacts
1 of 1
Stephen Pilch
Executive DirectorCRD 5621453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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