Stockbridge Capital Group, LLC
San Francisco, CA·SEC-registered · CRD #149002
Stockbridge Capital Group, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $22B across 41 client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$22B
Client accounts
41
Advisory staff
27
Fee model
Fee-based
How Stockbridge Capital Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Stockbridge Capital Group, LLC
How much does Stockbridge Capital Group, LLC manage?
Per its most recent SEC Form ADV filing (06/30/2026), Stockbridge Capital Group, LLC reports $22B in regulatory assets under management across roughly 41 client accounts.
How does Stockbridge Capital Group, LLC charge?
Stockbridge Capital Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Stockbridge Capital Group, LLC a fiduciary?
Yes. Stockbridge Capital Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #149002), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Stockbridge Capital Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Stockbridge Capital Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Stockbridge Capital Group, LLC's public SEC Form ADV filing (CRD #149002, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stockbridge Capital Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Stockbridge Capital Group, LLC? Claim this profile.