STOCKBRIDGE INVESTORS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 160674
- Registered since
- March 30, 2012
- Website
- www.berkshirepartners.com
- Custodians
- BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles85.36%
- Charitable Organizations14.64%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stockbridge Investors is an SEC-registered limited liability company operating as a hedge fund manager that focuses on institutional clients. The firm performs portfolio management for pooled investment vehicles and for businesses or institutional accounts and also acts as a commodity pool operator/commodity trading advisor (CPO/CTA). Its compensation includes asset-based fees and performance fees. Stockbridge does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm serves primarily institutional capital and is involved in sponsoring or managing pooled vehicles, indicating both manager-of-fund and allocator roles across its strategies. Its business activities and industry affiliations include operating as an adviser to pooled vehicles and acting as sponsor, general partner or managing member of funds it manages.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4BERTTY MARTINEZ TORRES
Chief Finance OfficerCRD 6558194
REUBEN ACKERMAN
Chief Compliance Officer and General CounselCRD 6002571
REBECCA NORDHAUS
Managing Director, Chief Administrative OfficerCRD 5567367
Contacts
3 of 28Samantha Adams
Managing DirectorCRD 6626674
ROBERT SMALL
Managing DirectorCRD 6025479
SHARLYN HESLAM
Managing Director and General CounselCRD 6025473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 200 Clarendon St
- Time zone
- ET (UTC-5)
- Office locations
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