STOCKBRIDGE CAPITAL GROUP, LLC

Four Embarcadero Center
Suite 3300
San Francisco, California 94111
Tel: 415-658-3300

About STOCKBRIDGE CAPITAL GROUP, LLC

STOCKBRIDGE CAPITAL GROUP, LLC, formally registered with the SEC as STOCKBRIDGE CAPITAL GROUP, LLC. The firm was established in 01/08/2009. They have over 4 offices throughout the country.

STOCKBRIDGE CAPITAL GROUP, LLC is a San Francisco, California based Financial Planning firm with nearly $19,916,853,842 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 148 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149002
SEC#	801-69793
Assets Managed by Firm	$19,916,853,842
No. of Clients	28
No. of Advisors	148

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (CONSTRUCTION MANAGEMENT FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$19,916,853,842
Corporations or other businesses	Fewer than 5 clients	$375,114,324

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