STOCKBRIDGE INVESTORS
STOCKBRIDGE PARTNERS LLC Legal Name
Adviser information for STOCKBRIDGE INVESTORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $5.9B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $5.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $5.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $880.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 33 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesINCENTIVE ALLOCATION |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
200 CLARENDON STREET 35TH FLBOSTON
MA
United States
Monday - Friday, 8:00 A.M. - 6:00 P.M. EASTERN
Tel: (617) 227-0050, Fax: None
Chief Compliance Officer
REUBEN B. ACKERMAN
GENERAL COUNSEL
200 CLARENDON STREET 35TH FL
BOSTON
MA
United States
Tel:
(617) 227-0050
R********@********************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER A. BLIER
DEPUTY CHIEF COMPLIANCE OFFICER AND COUNSEL
200 CLARENDON STREET 35TH FL
BOSTON
MA
United States
Tel:
(617) 227-0050
C*****@********************M
(Full email address available in API data)
Industry Affiliates
| BERKSHIRE DI IC CO-INVEST GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BERKSHIRE PARTNERS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| DI BERKSHIRE ASSOCIATES, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EIGHTH BERKSHIRE ASSOCIATES (OS), L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EIGHTH BERKSHIRE ASSOCIATES GP (OS), LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EIGHTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ELEVENTH BERKSHIRE ASSOCIATES LUX S.� R.L. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ELEVENTH BERKSHIRE ASSOCIATES, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NINTH BERKSHIRE ASSOCIATES (OS) LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NINTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PT2 ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PTEV ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SEVENTH BERKSHIRE ASSOCIATES (OS), L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SEVENTH BERKSHIRE ASSOCIATES GP (OS), LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SEVENTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SIXTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| STOCKBRIDGE ASSOCIATES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES CO-INVESTOR (OS) LLC | Sponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES CO-INVESTOR LLC | Sponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES GP (OS) LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STOCKBRIDGE FUND, L.P. | Hedge Fund | $4,980.5M | $5.0M | 115 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERKSHIRE PARTNERS HOLDINGS LLC | Domestic Entity | BPSP, L.P. | GENERAL PARTNER | 01/2014 | > 75% |
| BRING, KENNETH, SCOTT | Individual | – | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER | 01/2013 | < 5% |
| ACKERMAN, REUBEN, BENJAMIN | Individual | – | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 01/2016 | < 5% |
| ASCIONE, MICHAEL, CARL | Individual | – | MANAGING DIRECTOR | 01/2007 | < 5% |
| CALLAGHAN, KEVIN, THOMAS | Individual | – | MANAGING DIRECTOR | 12/2006 | < 5% |
| HADLEY, CHRISTOPHER, JOHN | Individual | – | MANAGING DIRECTOR | 12/2006 | < 5% |
| MUSSLEWHITE, SHARLYN, CARTER | Individual | – | MANAGING DIRECTOR AND GENERAL COUNSEL | 01/2011 | < 5% |
| JONES, ROSS, MARSHALL | Individual | – | MANAGING DIRECTOR | 12/2006 | < 5% |
| LUTZKER, JOSHUA, ADAM | Individual | – | MANAGING DIRECTOR | 01/2010 | < 5% |
| SMALL, ROBERT, JOSHUA | Individual | – | MANAGING DIRECTOR | 12/2006 | < 5% |
| WHELAN, EDWARD, JOSEPH | Individual | – | MANAGING DIRECTOR | 01/2012 | < 5% |
| HAMELSKY, LAWRENCE, SCOTT | Individual | – | MANAGING DIRECTOR | 12/2006 | < 5% |
| HOFFMAN, ELIZABETH, LEE | Individual | – | MANAGING DIRECTOR | 01/2011 | < 5% |
| JANCHAR, MATTHEW, AARON | Individual | – | MANAGING DIRECTOR | 01/2013 | < 5% |
| PAPPAS, GREG, JOSEPH | Individual | – | MANAGING DIRECTOR | 01/2013 | < 5% |
| BPSP, L.P. | Domestic Entity | – | MANAGING MEMBER | 01/2014 | > 75% |
| MEYER, JONATHAN, JOSEPH | Individual | – | MANAGING DIRECTOR | 01/2014 | < 5% |
| SEETHARAM, ANIL, NMN | Individual | – | MANAGING DIRECTOR | 01/2014 | < 5% |
| SHOEMAKER, RALEIGH, ALEXANDER | Individual | – | MANAGING DIRECTOR | 01/2015 | < 5% |
| PAYNE, MARNI, FOX | Individual | – | MANAGING DIRECTOR | 01/2015 | < 5% |
| BORDEAU, DAVID, CHILDS | Individual | – | MANAGING DIRECTOR | 01/2015 | < 5% |
| Adams, Samantha, Allen | Individual | – | MANAGING DIRECTOR | 01/2016 | < 5% |
| Spirn, Samuel, Whiston | Individual | – | MANAGING DIRECTOR | 01/2018 | < 5% |
| Gottesman, Blake, Lanier | Individual | – | MANAGING DIRECTOR | 01/2018 | < 5% |
| Souza, Eric, R | Individual | – | CHIEF TECHNOLOGY OFFICER AND CISO | 01/2019 | < 5% |
| LEVY, BENJAMIN, DAVID | Individual | – | MANAGING DIRECTOR | 01/2020 | < 5% |
| HASAN, SAAD | Individual | – | MANAGING DIRECTOR | 01/2020 | < 5% |
| GOOCH, MATTHEW, BRIAN | Individual | – | MANAGING DIRECTOR, BUSINESS DEVELOPMENT | 01/2020 | < 5% |
| THOMPSON, TERRY, H | Individual | – | MANAGING DIRECTOR AND CHIEF OPERATING OFFICER | 01/2022 | < 5% |
| HUPP, JUSTIN, G | Individual | – | MANAGING DIRECTOR | 01/2022 | < 5% |
| JOHNSON, JOSHUA, B. | Individual | – | MANAGING DIRECTOR | 01/2022 | < 5% |
| NUGER, JONATHAN, D | Individual | – | MANAGING DIRECTOR | 01/2022 | < 5% |
| OFOSU-AMAAH, NII AMAAH, KORANTENG | Individual | – | MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS | 01/2022 | < 5% |
| CORVETTI, CANDICE, M | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
| WALKER, ANDREW, CHRISTOPHER | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
| Rainaud, Henri, Edward | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC | COM | 498M | 3M | 1,2 |
| CHARTER COMMUNICATIONS INC N | CL A | 159M | 531K | 1,2 |
| DEERE & CO | COM | 128M | 343K | 1,2 |
| GUIDEWIRE SOFTWARE INC | COM | 532M | 4M | 1,2 |
| HILTON WORLDWIDE HLDGS INC | COM | 206M | 944K | 1,2 |
| LAMB WESTON HLDGS INC | COM | 335M | 4M | 1,2 |
| LIBERTY BROADBAND CORP | COM SER C | 208M | 4M | 1,2 |
| MICROSOFT CORP | COM | 445M | 996K | 1,2 |
| NEW YORK TIMES CO | CL A | 363M | 7M | 1,2 |
| THERMO FISHER SCIENTIFIC INC | COM | 350M | 632K | 1,2 |
| TRANSDIGM GROUP INC | COM | 902M | 706K | 1,2 |
| VULCAN MATLS CO | COM | 356M | 1M | 1,2 |
| WASTE CONNECTIONS INC | COM | 355M | 2M | 1,2 |