STOCKBRIDGE INVESTORS

RIASEC RegisteredEst. 2012
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$1.8B
Accounts
3
Employees
20
Advisory reps
32

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
160674
Registered since
March 30, 2012
Custodians
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles85.36%
  • Charitable Organizations14.64%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stockbridge Investors is an SEC-registered limited liability company operating as a hedge fund manager that focuses on institutional clients. The firm performs portfolio management for pooled investment vehicles and for businesses or institutional accounts and also acts as a commodity pool operator/commodity trading advisor (CPO/CTA). Its compensation includes asset-based fees and performance fees. Stockbridge does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm serves primarily institutional capital and is involved in sponsoring or managing pooled vehicles, indicating both manager-of-fund and allocator roles across its strategies. Its business activities and industry affiliations include operating as an adviser to pooled vehicles and acting as sponsor, general partner or managing member of funds it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • BERTTY MARTINEZ TORRES

    Chief Finance OfficerCRD 6558194

  • REUBEN ACKERMAN

    Chief Compliance Officer and General CounselCRD 6002571

  • REBECCA NORDHAUS

    Managing Director, Chief Administrative OfficerCRD 5567367

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Contacts

3 of 28
  • Samantha Adams

    Managing DirectorCRD 6626674

  • ROBERT SMALL

    Managing DirectorCRD 6025479

  • SHARLYN HESLAM

    Managing Director and General CounselCRD 6025473

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth