Niva WealthLet’s talk

Stockbridge Capital Group

SEC-registered adviser since 2009San Francisco, CACRD 149002

$21.5B
AUM
22
Clients
See fees
Fee
27
Advisory staff

From Form ADV filed 30 June 2026 · data retrieved 15 October 2026SEC record

Stockbridge Capital Group is an investment adviser headquartered in San Francisco, California, and registered with the SEC since 2009. Its clients include pooled investment vehicles and corporations and other businesses.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees, performance-based fees and other arrangements. Stockbridge Management Holdings, LP owns 75% or more of Stockbridge Capital Group, and Terrence Fancher is its CEO.

Clients

Stockbridge Capital Group serves 22 clients. The average client has about $979 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles22 clients98%
  • Corporations and other businesses2%
Show client breakdown
Pooled investment vehicles
Clients
22
Regulatory AUM
$21,193,502,619
Share
98.4%
Avg. per client
$963.3M
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$354,532,184
Share
1.6%
Avg. per client
—

Total

Clients
22
Regulatory AUM
$21,548,034,803
Share
100%
Avg. per client
$979.5M

What it does

Stockbridge Capital Group provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees, performance-based fees and other arrangements.

Stockbridge Capital Group advises 10 private funds.

19.3% of assets ($4.16B across 9 accounts) are managed with discretion; $17.39B across 16 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Cash1%
  • Other99%
    • Real estate assets and real estate-related assets and businesses.99%

Custodians

Stockbridge Capital Group has custody of $354.5M for 3 clients.

Managed account assets by custodian
  • All other custodians$21.55B100%

Ownership and leadership

Stockbridge Management Holdings, LP owns 75% or more of Stockbridge Capital Group, and Terrence Fancher is its CEO.

Who owns the firm
Stockbridge Capital Group, LLC· the adviser

  • Stockbridge Management Holdings, LP

    Control person · since October 2023

    Owns 75% or more of Stockbridge Capital Group, LLC

Leadership

  • Terrence Fancher
    Chief Executive Officer and Managing Member
  • Kristin Renaudin
    Chief Financial Officer
  • Daniel Newman
    Chief Compliance Officer and Chief Administrative Officer
  • Tuba Malinowski
    Executive Managing Director
  • Stephen Pilch
    Executive Managing Director

Staff

  • 183 employees
  • 27 in advisory functions
  • 20 broker-dealer reps

Fees

Stockbridge Capital Group is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other.

Stockbridge Capital Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Stockbridge Capital Group has 4 offices, with 5 listed addresses across 5 states.

Listed office addresses by state

California · 1 listed address

  • Four Embarcadero Center, Suite 3300, San FranciscoHQ

Other business names

Stockbridge Capital Group has reported 1 other business name to the SEC.

  • Stockbridge

Registration details

Legal name
Stockbridge Capital Group, LLC
Headquarters
Four Embarcadero Center, Suite 3300, San Francisco, CA 94111
Phone
415-658-3300
Website
stockbridge.com
SEC file
801-69793
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Stockbridge Capital Group have?

Stockbridge Capital Group has 22 clients and manages $21.5 billion for them, as of June 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026

What services does Stockbridge Capital Group offer?

Stockbridge Capital Group provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Stockbridge Capital Group have?

Stockbridge Capital Group has 0 investment adviser representatives registered with state securities authorities, out of 183 employees, and 27 perform investment advisory functions. 20 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Stockbridge Capital Group invest in?

At the end of its last fiscal year, Stockbridge Capital Group’s separately managed accounts held 99% real estate assets and real estate-related assets and businesses. and 1% cash and equivalents. It advises 10 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Stockbridge Capital Group?

Stockbridge Capital Group is owned through a chain of holding companies by Terrence Fancher, National Pension Service of the Republic of Korea, Blue Owl Capital Holdings LP and Blue Owl Capital Inc. Its direct owner is Stockbridge Management Holdings, LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026

How does Stockbridge Capital Group get paid?

Stockbridge Capital Group is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 June 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 149002.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

Download source data (JSON)How this directory is compiledReport a correction

This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Stockbridge Capital Group, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.