Stockbridge Capital Group, LLC
Registered investment adviser · San Francisco, CA · CRD #149002
Form ADV data as of 2026-09-01Regulatory assets
$21.55 billion
Total accounts
25
Employees
183
Disclosure events
0
Firm details
- Website: https://stockbridge.com
- Telephone: 415-658-3300
- SEC file number: 801-69793
- Most recent Form ADV filing: 2026-06-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $4.16 billion |
| Non-discretionary regulatory assets under management | $17.39 billion |
| Total regulatory assets under management | $21.55 billion |
| Discretionary accounts | 9 |
| Non-discretionary accounts | 16 |
| Total accounts | 25 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 183 |
| Employees performing investment advisory functions (including research) | 27 |
| Employees who are registered representatives of a broker-dealer | 20 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $354.5 million |
| Clients for whom the firm has custody | 3 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $9.91 billion |
| Clients for whom a related person has custody | 19 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 5 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Pooled investment vehicles (other than investment companies and BDCs) | 22 | $21.19 billion |
| Corporations or other businesses not listed above | Not reported | $354.5 million |