Stockbridge Capital Group, LLC (San Francisco)

Name: Stockbridge Capital Group, LLC
Address: Four Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-658-3300

Stockbridge Capital Group, LLC is a large advisory firm based in San Francisco. It manages $6.17 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Georgia, Illinois, and New York.

Stockbridge Capital Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stockbridge Capital Group: assets under management

The assets under management (AUM) of Stockbridge Capital Group, LLC is $6.17 billion. The firm's AUM has grown by 391% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.5 billion in discretionary accounts and $2.67 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $890.87 million.

Stockbridge Capital Group has custody of $178.74 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stockbridge Capital Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stockbridge Capital Group serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Stockbridge Capital Group is pooled investment vehicles with 15 clients and $5.99 billion of assets under management. Among the 8 most similar advisory firms, Stockbridge Capital Group has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.17 billion for 17 clients. None of the firm’s clients are foreign persons or businesses.

Stockbridge Capital Group also advises several private funds. Namely, fifteen real estate funds.

Careers at Stockbridge Capital Group, LLC

The company employs 106 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terrence E Fancher	Executive managing director & managing member	1 Apr 2003	75% - 100%	1564931
Charlene Ann Kiley	Managing director & executive controller	1 Apr 2003	Other	2840038
Kristin Haig Renaudin	Managing director	1 Apr 2003	Other	2906547
Stephen Michael Steppe	Executive managing director	1 Aug 2007	Other	2332625
Stephen Steppe	Executive managing director	1 Aug 2007	Other	2332625
Stephen James Pilch	Managing director	1 Sep 2007	Other	5621453
Stephen J. Pilch	Managing director, chief compliance officer & chief operating officer	1 Sep 2007	Other	5621453
Daniel Newman	Chief compliance officer	1 Aug 2012	Other	6114135
Gryphon Inc.	Member	1 Jan 2017	25% - 50%	38-4009167

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gryphon Holdings (Uk) Limited	Shareholder	1 Jan 2017	75% - 100%	foreign entity
Gryphon Investment Limited	Member	1 Jan 2017	75% - 100%	foreign entity
Citic Capital Holdings Limited	Member	1 Jan 2017	75% - 100%	foreign entity
Gryphon Invesment Limited	Member	1 Jan 2017	25% - 50%	foriegn entity

Based in San Francisco

The principal office where Stockbridge Capital Group, LLC performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-658-3300 or by fax 415-399-1926. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at sbfund.com/.