Private fund adviser · Boston, MA
Stockbridge Investors
Stockbridge Partners LLC · SEC-registered investment adviser · CRD 160674 · SEC 801-73356
At a glance
Stockbridge Investors is an SEC-registered investment adviser based in Boston, Massachusetts, with $5.4 billion in regulatory assets under management as of its Form ADV filed May 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 924th of 4,686 private fund advisers and 1,986th of 17,210 SEC-registered advisers by assets.
Main office 617-227-0050LinkedInAs filed on Form ADV
- Regulatory AUM
- $5.4B
- Rank among private fund advisers
- #924 of 4,686
- Rank among all SEC RIAs
- #1,986 of 17,210
- Rank in Massachusetts
- #138 of 627
- Clients
- 2
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 18
- Offices
- 2
Owners and executives on its Form ADV
- Reuben B. AckermanChief Compliance Officer and General Counsel
- Michael C. AscioneCo-Managing Partner
- Christopher J. HadleyCo-Managing Partner
- Sharlyn C. MusslewhiteManaging Director and General Counsel
- Ross M. JonesManaging Director
- Joshua A. LutzkerManaging Director
- Robert J. SmallManaging Director
- Edward J. WhelanManaging Director
- Lawrence S. HamelskyManaging Director
- Elizabeth L. HoffmanManaging Director
- Greg J. PappasManaging Director
- Anil N. SeetharamManaging Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $4.6B | 85% |
| Charitable organizations | – | $792M | 15% |
Private funds
Stockbridge Investors reports 1 private funds with $4.6B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Stockbridge Investors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Stockbridge Investors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,323 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 32 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stockbridge Investors manage?
Stockbridge Investors reports $5.4 billion in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 28, 2026.
What kind of firm is Stockbridge Investors?
Stockbridge Investors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Stockbridge Investors’s clients?
By assets, its largest client types are pooled investment vehicles ($4.6 billion, 2 clients); charitable organizations ($792 million).
Does Stockbridge Investors manage private funds?
Yes. It reports 1 private funds with $4.6 billion in gross assets, including hedge funds.
Does Stockbridge Investors have any disciplinary history?
Stockbridge Investors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stockbridge Investors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →