{"url":"https://nivawealth.com/firms/sturbridge-capital-160327","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160327","regulatoryAum":730927296,"crd":"160327","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2838933","suffix":null,"lastName":"CHAUDHARY","firstName":"SALAM","middleName":"NASIM"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":275387410,"clients":11,"employees":8,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":350040056,"clients":5,"employees":9,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":430209225,"clients":5,"employees":10,"offices":2},{"filedOn":"2024-03-29","regulatoryAum":508521062,"clients":4,"employees":11,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":695670194,"clients":4,"employees":13,"offices":1},{"filedOn":"2026-07-10","regulatoryAum":730927296,"clients":4,"employees":14,"offices":1}],"secFileNumber":"801-73380","legalName":"Sturbridge Capital LLC","displayName":"Sturbridge Capital","slug":"sturbridge-capital-160327","website":"https://sturbridgecapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/160327/b484950dd2af9b46-r1.webp","tone":"dark","width":704,"height":200,"sourceUrl":"https://sturbridgecapital.com/","sourceLabel":"Sturbridge Capital LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/sturbridge-capital/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"300 Park Street, Suite 400","city":"Birmingham","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48009"},"tradeNames":[],"registration":{"secApproved":"1 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":14,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":730927296,"discretionary":730927296,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":730927296}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Sturbridge Capital has custody of $9.18M in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Shannon Iannettoni","title":"Chief Financial Officer","crd":"7357695"},{"name":"David Poirier","title":"Chief Information Officer & Chief Compliance Officer","crd":"8310119"},{"name":"Salam Chaudhary","title":"CEO & Managing Partner","crd":"2838933"}],"ownership":[{"label":"Salam Chaudhary","detail":"Ceo & managing partner in the 75% or more ownership band and a control person, since January 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"300 Park Street, Suite 400","city":"Birmingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-220-8400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"10 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160327/PDF/160327.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sturbridge Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sturbridge Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Sturbridge Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sturbridge Capital?","answer":"Sturbridge Capital’s direct owner is Salam Chaudhary (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sturbridge Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sturbridge Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}