Stockbridge Investors
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Overview
Stockbridge Investors operates as an advisory company that has its headquarters in Boston, Massachusetts. Stockbridge Investors controls $4.4 billion in assets under management across three client accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 21 financial advisors. Stockbridge Investors is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as stocks, options and bonds.
Stockbridge Investors oversees all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions without requiring the client's permission. Stockbridge Investors's average account size is $1.5 billion. The typical financial advisor at Stockbridge Investors manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Stockbridge Investors's central office is at 200 Clarendon Street 35Th Fl, Boston, Massachusetts 02116-5040. It is permitted to serve clients throughout 2 states, including California and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stockbridge Investors by the Numbers
$4.4 billion
22
3
$1.5 billion
Fee Structure
Fees for financial advice typically depend on the financial services offered. However, fee types charged by Stockbridge Investors likely consist of some blend of the following fee structures: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the firm 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
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Stockbridge Investors provides services to pooled investment vehicles. Out of its three clients, Stockbridge Investors's largest client is pooled investment vehicles. About 33% of the firm's accounts are 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
Stockbridge Investors does not have any disclosures.
Please visit its Form ADV for more details.
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