STOCKBRIDGE INVESTORS

200 Clarendon Street 35th Fl
Boston, Massachusetts 02116-5040
Tel: (617) 227-0050

About STOCKBRIDGE INVESTORS

STOCKBRIDGE INVESTORS, formally registered with the SEC as STOCKBRIDGE INVESTORS. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

STOCKBRIDGE INVESTORS is a Boston, Massachusetts based Financial Planning firm with nearly $5,860,523,219 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160674
SEC#	801-73356
Assets Managed by Firm	$5,860,523,219
No. of Clients	3
No. of Advisors	21

Fee Structure

A percentage of AUM
Performance Based
Other (INCENTIVE ALLOCATION)

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	3	$5,860,523,219
Charitable organizations	Fewer than 5 clients	$879,992,247

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