# Stockbridge Capital Group, LLC

> 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.

- CRD: 149002
- Filed as: STOCKBRIDGE CAPITAL GROUP, LLC
- Also doing business as: STOCKBRIDGE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149002
- AdvisorCensus page: https://advisorcensus.com/firm/stockbridge-capital-group-llc-san-francisco-ca-149002

## Quick answers

**How is Stockbridge Capital Group, LLC compensated?**
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.

**Where is Stockbridge Capital Group, LLC located?**
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).

**Is Stockbridge Capital Group, LLC registered with the SEC or a state?**
Stockbridge Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149002.

**How much does Stockbridge Capital Group, LLC manage?**
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).

**How have Stockbridge Capital Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Stockbridge Capital Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does Stockbridge Capital Group, LLC report any disciplinary disclosures?**
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

**What changed in Stockbridge Capital Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $21,548,034,803
- Discretionary: $4,160,488,076
- Non-discretionary: $17,387,546,727

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $21,193,502,619 |
| Corporations or other businesses not listed above | Fewer than 5 | $354,532,184 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (17 years)
- Employees: 183 total, 27 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, GA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Atlanta, GA
- Chicago, IL
- Denver, CO
- Plano, TX

### Websites listed on Form ADV (Item 1.I)
- stockbridge.com
- LinkedIn @stockbridgecapitalgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,575,386,861 | 108 | September 27, 2021 |
| October 2022 | $18,668,473,123 | 125 | March 31, 2022 |
| October 2023 | $19,674,680,885 | 142 | March 31, 2023 |
| October 2024 | $19,916,853,842 | 148 | August 26, 2024 |
| October 2025 | $19,898,549,431 | 172 | March 31, 2025 |
| October 2026 | $21,548,034,803 | 183 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stockbridge Capital Group, LLC (CRD 149002): Form ADV filing data as of October 2026.