STOCKBRIDGE CAPITAL GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $21.55B |
| Discretionary | $4.16B19% of AUM |
| Non-Discretionary | $17.39B |
| Client Accounts | 25 |
| Avg Account Size | $861.9M |
| Employees | 183 |
| Peak AUM | $21.55BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $21.5B | +8.3% | +2.8% | +11.8% | |
| Discretionary AUM | $4.2B | ||||
Key Metrics
| Total AUM | $21.55B |
| Discretionary | $4.16B |
| Employees | 183 |
| Client Accounts | 25 |
Contact & Location
Address
FOUR EMBARCADERO CENTER
SAN FRANCISCO CA 94111
Phone
415-658-3300
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.2B
19.3% of AUM
Non-Discretionary
$17.4B
80.7% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm