Sturbridge Capital LLC

RIASEC RegisteredEst. 2012
Total AUM
$731M
Discretionary
$731M
100% of AUM
Avg account
$183M
Accounts
4
Employees
14
Advisory reps
2

Firm details

Headquarters
Birmingham, Michigan
CRD number
160327
Registered since
March 1, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sturbridge Capital LLC is a private equity–focused investment manager organized as an LLC and registered with the SEC since 2012. The firm serves institutional clients and primarily provides portfolio management for pooled investment vehicles, acting as sponsor, general partner, and managing member of those vehicles. Its compensation combines asset-based fees with performance‑based fees. Sturbridge does not market itself as an ESG investor and is not identified as a multi‑state or newly formed adviser. The firm’s stated activity centers on managing private equity vehicles rather than broad retail advisory services.

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

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Client base

Client personas

Owners & executives

2 of 2
  • Shannon Iannettoni

    Shannon Iannettoni

    CFOCRD 7357695

  • Salam Chaudhary

    Salam Chaudhary

    Co-Founder & CEOCRD 2838933

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Birmingham, MI

Oakland

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
300 Park St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth