{
  "crd_number": 149002,
  "slug": "stockbridge-capital-group-llc-san-francisco-ca-149002",
  "primary_business_name": "STOCKBRIDGE CAPITAL GROUP, LLC",
  "legal_name": "STOCKBRIDGE CAPITAL GROUP, LLC",
  "dbas": [
    "STOCKBRIDGE"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-01-08",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 21548034803.0,
  "raum_discretionary": 4160488076.0,
  "raum_non_discretionary": 17387546727.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 183,
  "advisory_employees": 27,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 21193502619.0,
      "count": 22
    },
    "corporations_other_businesses": {
      "raum": 354532184.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "GA",
    "IL"
  ],
  "websites": [
    "https://linkedin.com/company/stockbridgecapitalgroup",
    "https://stockbridge.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149002",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/stockbridge-capital-group-llc-san-francisco-ca-149002",
  "display_name": "Stockbridge Capital Group, LLC",
  "summary": "Stockbridge Capital Group, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Stockbridge Capital Group, LLC (CRD 149002): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Stockbridge Capital Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stockbridge Capital Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Stockbridge Capital Group, LLC located?",
      "a": "Stockbridge Capital Group, LLC's principal office is in San Francisco, CA, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Stockbridge Capital Group, LLC registered with the SEC or a state?",
      "a": "Stockbridge Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149002."
    },
    {
      "q": "How much does Stockbridge Capital Group, LLC manage?",
      "a": "Stockbridge Capital Group, LLC reports $21,548,034,803 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (19% discretionary)."
    },
    {
      "q": "How have Stockbridge Capital Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stockbridge Capital Group, LLC: Regulatory assets under management: $12,575,386,861 in the October 2021 data and $21,548,034,803 in the October 2026 data, up 71%. Total employees: 108 in October 2021 and 183 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stockbridge Capital Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22)."
    },
    {
      "q": "Does Stockbridge Capital Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149002"
    },
    {
      "q": "What changed in Stockbridge Capital Group, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12575386861.0,
      "total_employees": 108,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 18668473123.0,
      "total_employees": 125,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 19674680885.0,
      "total_employees": 142,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 19916853842.0,
      "total_employees": 148,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19898549431.0,
      "total_employees": 172,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 21548034803.0,
      "total_employees": 183,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Stockbridge Platform Business.",
        "Employees performing advisory functions went from 21 to 27.",
        "Changed its office addresses in Atlanta, GA.",
        "Changed its office addresses in Chicago, IL.",
        "Changed its office addresses in Denver, CO.",
        "Added an office in Plano, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stockbridge-capital-group-llc-san-francisco-ca-149002.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 21193502619.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 354532184.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149002",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}