|
⚲
|
| Stockbridge Capital Group LLC
✚
|
|
|---|---|
| CRD # | 149002 |
| SEC # | 801-69793 |
| CIK # | |
| AUM | $19.7 BB (2023-03-31) |
| Employees | 142 (16% Investors, 0% Brokers) |
| Phone | 415-658-3300 |
| Address | Four Embarcadero Center San Francisco, CA 94111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Stockbridge More Communities II LLC | 2022-03-31 | 25.8 | |
| RE | Stockbridge More Communities LLC | 2022-03-31 | 1,054.6 | |
| RE | Stockbridge TI Series 3 Fund LP | 2022-03-31 | 27.8 | |
| RE | Stockbridge US SFR Investor LP | 2022-03-31 | 510.5 | |
| RE | Stockbridge Helix Investor LP | 2021-03-30 | 337.0 | |
| RE | Stockbridge TI Series 2 Fund LP | 2021-03-30 | 21.0 | |
| RE | Stockbridge US Logistics LP | 2021-03-30 | 607.1 | |
| RE | NLP Investor LP | 2020-03-30 | 257.5 | |
| RE | Stockbridge NLP LLC | 2020-03-30 | 3,044.5 | |
| RE | Stockbridge SIV RENO LLC | 2020-03-30 | 239.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 19.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 19.7 |
| By Discretionary | ||
| Discretionary | 15 | 3.9 |
| Non-Discretionary | 14 | 15.8 |
| Total | 29 | 19.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.7 | |
| Total | 29 | 19.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Terrence Fancher | 9 | |||
| Chris Fraioli | 30 | |||
| Ryan Seidman | 15 | |||
| Jonathan Richter | 11 | |||
| James Ratner | 9 | |||
| Gary McDaniel | 4 | |||
| Steven Schaub | 3 | |||
| James Grange | 2 | |||
| Rees Davis Jr | 1 | |||
| Christine Stopps | 1 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Core and Value Advisors LLC
✚
|
CA | 21.1 |
|
Stockbridge Capital Group LLC
✚
|
CA | 19.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cigna Investments Inc
✚
|
CT | 22.6 |
|
Harrison Street Advisors LLC
✚
|
IL | 20.8 |
|
Invesco Canada Ltd
✚
|
17.9 | |
|
Tishman Speyer Properties LP
✚
|
NY | 16.5 |
|
Divco West Real Estate Services LLC
✚
|
CA | 16.4 |
|
Rockpoint Group LLC
✚
|
TX | 16.3 |
|
BGO US Real Estate LP
✚
|
NY | 15.9 |
|
PCCP LLC
✚
|
CA | 15.3 |
|
Invesco Real Estate Management Sa RL
✚
|
15.2 | |
|
Walton Street Capital LLC
✚
|
IL | 15.2 |