Data / Investment advisers / California / Stockbridge Capital Group, LLC
Stockbridge Capital Group, LLC, San Francisco, CA: $21.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stockbridge Capital Group, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $21.5 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 10 private funds.
The request: Watch Stockbridge Capital Group, LLC (CRD number 149002): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 149002
- SEC file number
- 801-69793
- SEC status
- Approved, effective January 8, 2009
- Main office
- Four Embarcadero Center Suite 3300, San Francisco, CA 94111
- Phone
- (415) 658-3300
- Website
- stockbridge.com
- Regulatory AUM
- $21,548,034,803 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $4,160,488,076
- Non discretionary AUM
- $17,387,546,727
- Accounts
- 25
- Employees
- 183, of which 27 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 10: 10 real estate funds
- Gross assets of private funds
- $6,303,667,927
- Other offices
- 4
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 22 | $21.19 billion |
| Corporations or other businesses | Fewer than 5 | $354.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $21.55 billion | March 31, 2026 |
| December 1, 2025 | $19.90 billion | March 31, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SVB Asset Management | San Francisco | $32.32 billion | Not listed | adviserinfo.sec.gov |
| Horsley Bridge Partners LLC | San Francisco | $23.61 billion | 45 | adviserinfo.sec.gov |
| Jordan Park Group LLC | San Francisco | $23.26 billion | 45 | adviserinfo.sec.gov |
| Mercury Advisory, LLC | San Francisco | $22.57 billion | Not listed | adviserinfo.sec.gov |
| Prime Finance Advisor, L.P. | San Francisco | $22.22 billion | 32 | adviserinfo.sec.gov |
| Core and Value Advisors, LLC | San Francisco | $21.18 billion | 2 | adviserinfo.sec.gov |
| Baker Street Advisors, LLC | San Francisco | $20.77 billion | Not listed | adviserinfo.sec.gov |
| Alpine Investors | San Francisco | $18.91 billion | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Stockbridge Capital Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.