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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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