{ "crd_number": 160674, "slug": "stockbridge-investors-boston-ma-160674", "primary_business_name": "STOCKBRIDGE INVESTORS", "legal_name": "STOCKBRIDGE PARTNERS LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-28", "carried_forward": false, "raum_total": 5411170790.0, "raum_discretionary": 5411170790.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 20, "advisory_employees": 18, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 792135715.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 4619035075.0, "count": 2 } }, "compensation_types": [ "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", "MA" ], "websites": [ "https://berkshirepartners.com/stockbridge", "https://linkedin.com/company/berkshire-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160674", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/stockbridge-investors-boston-ma-160674", "display_name": "Stockbridge Investors", "summary": "Stockbridge Investors is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.", "citation": "AdvisorCensus. Stockbridge Investors (CRD 160674): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "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 Investors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Stockbridge Investors reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Stockbridge Investors located?", "a": "Stockbridge Investors' principal office is in Boston, MA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Stockbridge Investors registered with the SEC or a state?", "a": "Stockbridge Investors is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160674." }, { "q": "How much does Stockbridge Investors manage?", "a": "Stockbridge Investors reports $5,411,170,790 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary)." }, { "q": "How have Stockbridge Investors' assets and staff changed since 2021?", "a": "In the Form ADV data for Stockbridge Investors: Regulatory assets under management: $5,272,081,897 in the October 2021 data and $5,411,170,790 in the October 2026 data, up 3%. Total employees: 20 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Stockbridge Investors serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Which custodians does Stockbridge Investors use?", "a": "Stockbridge Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman & Co. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Stockbridge Investors 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/160674" }, { "q": "What changed in Stockbridge Investors' recent Form ADV filings?", "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 5272081897.0, "total_employees": 20, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5867663788.0, "total_employees": 20, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4388898896.0, "total_employees": 22, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5860523219.0, "total_employees": 21, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5818290439.0, "total_employees": 19, "filing_date": "2025-06-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5411170790.0, "total_employees": 20, "filing_date": "2026-05-28" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Changed its office addresses in San Francisco, CA.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Brown Brothers Harriman & Co.", "name_as_filed": "BROWN BROTHERS HARRIMAN & CO.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/stockbridge-investors-boston-ma-160674.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 4619035075.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 792135715.0 } ], "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/160674", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }