Sturbridge Capital provides portfolio management for pooled vehicles. The firm advises 4 private funds.
Sturbridge Capital reports 4 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($731M across 4 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $731M | 100.0% | $183M |
| Total | 4 | $731M | 100% | $183M |
- Clients
- 4
- Regulatory AUM
- $731M
- AUM share
- 100.0%
- Avg. per client
- $183M
Total
- Clients
- 4
- Regulatory AUM
- $731M
- AUM share
- 100%
- Avg. per client
- $183M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
Sturbridge Capital is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Salam Chaudhary owns 75% or more of Sturbridge Capital. The leadership team of Sturbridge Capital includes Chief Financial Officer Shannon Iannettoni and Chief Compliance Officer David Poirier. It has 14 employees, 7 of them in advisory roles.
Leadership
- Shannon IannettoniChief Financial Officer
- David PoirierChief Information Officer & Chief Compliance Officer
- Salam ChaudharyCEO & Managing Partner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Salam Nasim Chaudhary
Staff
- 14 employees
- 7 in advisory functions
- Owns 75% or more of Sturbridge Capital LLC
Salam Chaudhary
Control person · since January 2011
Sturbridge Capital’s regulatory assets grew 2.7× from $275M (March 2021) to $731M (July 2026); clients fell from 11 to 4 and employees rose from 8 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $731M | 4 | 14 | 1 |
| March 2025 | $696M | 4 | 13 | 1 |
| March 2024 | $509M | 4 | 11 | 1 |
| March 2023 | $430M | 5 | 10 | 2 |
| March 2022 | $350M | 5 | 9 | 1 |
| March 2021 | $275M | 11 | 8 | 1 |
Besides its headquarters, Sturbridge Capital has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 300 Park Street, Suite 400, BirminghamHQ
Contact and registration details
- Legal name
- Sturbridge Capital LLC
- Headquarters
- 300 Park Street, Suite 400, Birmingham, MI 48009
- Website
- sturbridgecapital.com
- Phone
- 248-220-8400
- @sturbridge-capital
- SEC file
- 801-73380
- Structure
- Delaware LLC
- Fiscal year end
- December
Sturbridge Capital has custody of $9.18M in client assets for 1 client.
How many clients does Sturbridge Capital have?
Sturbridge Capital has 4 clients and manages $731 million for them, as of July 2026. They include 4 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does Sturbridge Capital offer?
Sturbridge Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Sturbridge Capital have?
Sturbridge Capital has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Sturbridge Capital?
Sturbridge Capital’s direct owner is Salam Chaudhary (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does Sturbridge Capital get paid?
Sturbridge Capital is paid through a percentage of assets under management and performance-based fees. 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
How do I contact Sturbridge Capital?
Sturbridge Capital’s main office is at 300 Park Street, Suite 400, Birmingham, MI 48009. Its phone number is 248-220-8400. Its website is sturbridgecapital.com.