Stockbridge Investors
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 160674
- Registered since
- March 30, 2012
- Website
- berkshirepartners.com
- 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
FINTRXOverview
Stockbridge Investors operates as a privately held hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it is also active as a sponsor, general partner, or managing member of pooled vehicles. Regulatory filings list the firm’s business activities to include functioning as a commodity pool operator or commodity trading advisor (CPO/CTA). Fee arrangements combine a percentage of assets under management with performance-based compensation and other fee types. Stockbridge does not identify itself as an active ESG investor and its client base is institutional rather than retail.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4Bertty Martinez Torres
Chief Finance OfficerCRD 6558194

Reuben Ackerman
Chief Compliance Officer and General CounselCRD 6002571
Rebecca Nordhaus
Managing Director, Chief Administrative OfficerCRD 5567367
Contacts
3 of 28
Samantha Adams
Managing DirectorCRD 6626674

Robert Small
Managing DirectorCRD 6025479

Sharlyn Heslam
Managing Director and General CounselCRD 6025473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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