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STOCKBRIDGE CAPITAL GROUP, LLC

SAN FRANCISCO, CA · CRD 149002 · IAPD ↗ · stockbridge.com · 415-658-3300

$21.55BRegulatory AUM
27Advisory reps
183Employees
0Clients
n/aPlanning clients
10Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — STOCKBRIDGE CAPITAL GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — STOCKBRIDGE CAPITAL GROUP, LLC grew from 21 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
April 2024 — STOCKBRIDGE CAPITAL GROUP, LLC notice-filed in CO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — STOCKBRIDGE CAPITAL GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.