Sturbridge Capital LLC
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Overview
Sturbridge Capital LLC is a financial advisory company located in Birmingham, Michigan. The firm administers $430.2 million in assets across five client accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Sturbridge Capital LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, equities and bonds.
Sturbridge Capital LLC oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring the client's approval. The advisory firm supervises an average of $86.0 million for every customer account. The typical advisor at Sturbridge Capital LLC oversees about one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 300 Park Street, Birmingham, Michigan 48009. Sturbridge Capital LLC is legally permitted to serve customers in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sturbridge Capital LLC by the Numbers
$430.2 million
10
5
$86.0 million
Fee Structure
Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by the firm likely are comprised of the following fee structures: asset-based or performance-based. Sturbridge Capital LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its five customers, Sturbridge Capital LLC's biggest client is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sturbridge Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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