STURBRIDGE CAPITAL LLC

RIASEC RegisteredEst. 2012
Total AUM
$731M
Discretionary
$731M
100% of AUM
Avg account
$183M
Accounts
4
Employees
14
Advisory reps
2

Firm details

Headquarters
Birmingham, Michigan
CRD number
160327
Registered since
March 1, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sturbridge Capital LLC is an SEC‑registered private equity manager organized as a limited liability company. The firm’s business centers on advising pooled investment vehicles and serving as sponsor, general partner and managing member of those funds. Its client base is institutional, and its compensation combines a percentage of assets under management with performance‑based fees—typical for private equity structures and intended to align manager and investor interests. Sturbridge is not positioned as a broad capital allocator or multi‑state adviser and does not identify as an active ESG investor. Investment activity is heavily concentrated in private equity vehicles. The firm runs multiple pooled funds, retains discretionary authority over the assets it manages, and also uses external managers where appropriate (notably private equity funds and fund‑of‑funds relationships) to access complementary strategies or broaden investor exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

2 of 2
  • SHANNON IANNETTONI

    CFOCRD 7357695

  • SALAM CHAUDHARY

    Co-Founder & CEOCRD 2838933

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

Birmingham, MI

OAKLAND

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
300 Park St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth