Stockbridge Private Wealth Management, LLC

Overview

Stockbridge Private Wealth Management, LLC is an independent registered investment adviser operating as an LLC that focuses on individuals and families. The firm manages a modest asset base with a clear preference for equities and structures client relationships around fee-based portfolio management and financial planning. Its stated business activities emphasize discretionary portfolio management for individuals and small businesses, using a percentage-of-AUM fee model. Investment activity shows a strong tilt toward exchange-traded equities as the primary means of market exposure, supplemented by mutual funds and targeted alternative allocations. The adviser does not position itself as an ESG-focused manager and is not organized as a multi-state adviser or pension consultant. Custody and trade execution are routed through a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices