Stockbridge Capital Group, Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 149002
· SEC file 801-69793
· San Francisco, CA
· stockbridge.com
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $21.5B
- Discretionary
- $4.2B
- Clients
- 22
- Avg AUM / client
- $979M
- Accounts
- 25
- Employees
- 183
AUM over time
$1.8B
$21.5B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $21.2B | 98.4% |
| Corporations and other businesses | Fewer than 5 clients | $355M | 1.65% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $5.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stockbridge More Communities, Llc | Real Estate Fund | Delaware | $1.4B | 4 |
| Psers Yes Holdings, Lp feeder | Real Estate Fund | Delaware | $1.1B | 2 |
| Stockbridge Real Estate Fund Iii A, Lp | Real Estate Fund | Delaware | $977M | 8 |
| Stockbridge U.S. Logistics, Lp feeder | Real Estate Fund | Delaware | $569M | 2 |
| Stockbridge U.S. Sfr Investor, Lp | Real Estate Fund | Delaware | $504M | 2 |
| Stockbridge Helix Investor, Lp | Real Estate Fund | Delaware | $356M | 2 |
| Stockbridge More Communities Ii, Llc | Real Estate Fund | Delaware | $309M | 3 |
| Nlp Investor, Lp feeder | Real Estate Fund | Delaware | $258M | 2 |
| Stockbridge Real Estate Fund Iii C, Lp | Real Estate Fund | Delaware | $237M | 1 |
| Stockbridge Real Estate Fund Ii A, Lp | Real Estate Fund | Delaware | $4.6M | 2 |
| Stockbridge Real Estate Fund Ii B, Lp | Real Estate Fund | Delaware | $3.3M | 2 |
| Stockbridge Real Estate Fund Ii C, Lp | Real Estate Fund | Delaware | $3.1M | 6 |
| Stockbridge Real Estate Fund Ii D, Lp | Real Estate Fund | Delaware | $1.8M | 2 |
| Stockbridge Real Estate Fund Ii T, Lp | Real Estate Fund | Delaware | $10.0K | 6 |
| Stockbridge Real Estate Fund Ii E, Lp | Real Estate Fund | Delaware | $0 | 7 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers And Steamfitters Local 102 Pension Plan Plumbers & Steamfitters Local Union No. 102 | 2024 | |
| Plumbing And Pipefitting Industry Local 219 Pension Plan Trustees Of Local 219 Pension Trust | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ressler, Antony, Peter | Limited Partner | Jan 2002 (25y) | 25% – 50% of Ares Owners Holdings L.P. (indirect) | |
| Fancher, Terrence, E | Limited Partner | Apr 2003 (23y) | ≈ 18.75% – 56.25% via Scg Principal Holdings, Lp | |
| Newman, Daniel | Chief Compliance Officer And Chief Administrative Officer | Aug 2012 (14y) | Less than 5% | |
| Renaudin, Kristin, Haig | Chief Financial Officer | Mar 2016 (10y) | Less than 5% | |
| Pilch, Stephen, James | Managing Director And Head Of Stockbridge Platform Business | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stockbridge Management Holdings, Lp | Member | Oct 2023 | A | 50% – 75% |
| Stockbridge Real Estate Holdings, Lp | Member | Jul 2021 | A | 25% – 50% |
| Blue Owl Gp Stakes Sai Coinvest Sidecar Lp | Member | Aug 2022 | B | ≈ 9.38% – 37.5% via Dcp Sai U.S. Ii Llc |
| National Pension Service Of The Republic Of Korea | Limited Partner | Jun 2022 | B | ≈ 7.03% – 37.5% via Blue Owl Gp Stakes Sai Coinvest Sidecar Lp |
| Blue Owl Capital Carry Lp | Member | May 2021 | B | 75% or more of Blue Owl Gp Stakes Gp Holdings Llc (indirect) |
| Blue Owl Capital Gp Holdings Llc | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Llc (indirect) |
| Blue Owl Capital Inc. | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Holdings Llc (indirect) |
| Landmark Partners Llc | Member | Apr 2011 | B | 75% or more of Landmark Realty Advisors, Llc (indirect) |
| Ares Management Llc | Member | Jun 2021 | B | 75% or more of Landmark Partners Llc (indirect) |
| Ares Management Holdings L.P. | Member | Dec 2010 | B | 75% or more of Ares Management Llc (indirect) |
| Ares Holdings L.P. | Limited Partner | Dec 2010 | B | 75% or more of Ares Management Holdings L.P. (indirect) |
| Ares Management Corporation | Member | Mar 2021 | B | 75% or more of Ares Holdco Llc (indirect) |
| Scg Principal Holdings, Lp | Limited Partner | Oct 2023 | B | ≈ 25% – 56.25% via Stockbridge Management Holdings, Lp |
| Stockbridge Gp Holdings, Lp | Limited Partner (Class B) | Jul 2021 | B | ≈ 12.5% – 37.5% via Stockbridge Real Estate Holdings, Lp |
| Dcp Sai U.S. Ii Llc | Limited Partner | Oct 2023 | B | ≈ 12.5% – 37.5% via Stockbridge Management Holdings, Lp |
| Nbsh Blue Investments, Llc | Limited Partner | May 2021 | B | 25% – 50% of Blue Owl Capital Carry Lp (indirect) |
| Landmark Real Estate Partners Viii, L.P. | Limited Partner (Class A) | Jul 2021 | B | ≈ 6.25% – 25% via Stockbridge Real Estate Holdings, Lp |
| Ares Owners Holdings L.P. | Limited Partner | May 2007 | B | 25% – 50% of Ares Holdings L.P. (indirect) |
| Blue Owl Gp Stakes Gp Holdings Llc | Managing Member | Aug 2022 | B | GP / trustee / elected manager of Blue Owl Gp Stakes Sai Coinvest Sidecar Lp (indirect) |
| Blue Owl Capital Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Capital Carry Lp (indirect) |
| Nbsh Acquisition Llc | Managing Member | May 2021 | B | GP / trustee / elected manager of Nbsh Blue Investments, Llc (indirect) |
| Stockbridge Family Holdings, Llc | General Partner | Jul 2021 | B | GP / trustee / elected manager of Stockbridge Real Estate Holdings, Lp (indirect) |
| Landmark Real Estate Fund Viii Gp, L.P. | General Partner | Oct 2016 | B | GP / trustee / elected manager of Landmark Real Estate Partners Viii, L.P. (indirect) |
| Landmark Realty Advisors, Llc | General Partner | Oct 2016 | B | GP / trustee / elected manager of Landmark Real Estate Fund Viii Gp, L.P. (indirect) |
| Ares Holdco Llc | General Partner | Jul 2016 | B | GP / trustee / elected manager of Ares Management Holdings L.P. (indirect) |
| Ares Partners Holdco Llc | General Partner | May 2014 | B | GP / trustee / elected manager of Ares Owners Holdings L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fancher, Terrence, E: 75% – 100% of Scg Principal Holdings, Lp × 50% – 75% of Stockbridge Management Holdings, Lp × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Blue Owl Gp Stakes Sai Coinvest Sidecar Lp: 75% – 100% of Dcp Sai U.S. Ii Llc × 25% – 50% of Stockbridge Management Holdings, Lp × 50% – 75% direct ≈ 9.38% – 37.5% of the firm
- National Pension Service Of The Republic Of Korea: 75% – 100% of Blue Owl Gp Stakes Sai Coinvest Sidecar Lp × 75% – 100% of Dcp Sai U.S. Ii Llc × 25% – 50% of Stockbridge Management Holdings, Lp × 50% – 75% direct ≈ 7.03% – 37.5% of the firm
- Scg Principal Holdings, Lp: 50% – 75% of Stockbridge Management Holdings, Lp × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Stockbridge Gp Holdings, Lp: 50% – 75% of Stockbridge Real Estate Holdings, Lp × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Dcp Sai U.S. Ii Llc: 25% – 50% of Stockbridge Management Holdings, Lp × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Landmark Real Estate Partners Viii, L.P.: 25% – 50% of Stockbridge Real Estate Holdings, Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $5.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stockbridge More Communities, Llc | Real Estate Fund | $1.4B | $0 | 4 |
| Psers Yes Holdings, Lp | Real Estate Fund | $1.1B | $0 | 2 |
| Stockbridge Real Estate Fund Iii A, Lp | Real Estate Fund | $977M | $15.0M | 8 |
| Stockbridge U.S. Logistics, Lp | Real Estate Fund | $569M | $0 | 2 |
| Stockbridge U.S. Sfr Investor, Lp | Real Estate Fund | $504M | $0 | 2 |
| Stockbridge Helix Investor, Lp | Real Estate Fund | $356M | $0 | 2 |
| Stockbridge More Communities Ii, Llc | Real Estate Fund | $309M | $0 | 3 |
| Nlp Investor, Lp | Real Estate Fund | $258M | $0 | 2 |
| Stockbridge Real Estate Fund Iii C, Lp | Real Estate Fund | $237M | $15.0M | 1 |
| Stockbridge Real Estate Fund Ii A, Lp | Real Estate Fund | $4.6M | $5.0M | 2 |
| Stockbridge Real Estate Fund Ii B, Lp | Real Estate Fund | $3.3M | $5.0M | 2 |
| Stockbridge Real Estate Fund Ii C, Lp | Real Estate Fund | $3.1M | $5.0M | 6 |
| Stockbridge Real Estate Fund Ii D, Lp | Real Estate Fund | $1.8M | $5.0M | 2 |
| Stockbridge Real Estate Fund Ii T, Lp | Real Estate Fund | $10.0K | $300K | 6 |
| Stockbridge Real Estate Fund Ii E, Lp | Real Estate Fund | $0 | $5.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers And Steamfitters Local 102 Pension Plan | Plumbers & Steamfitters Local Union No. 102 | 430 | $105M | 07/01/2024 |
| Plumbing And Pipefitting Industry Local 219 Pension Plan | Trustees Of Local 219 Pension Trust | 258 | $47.4M | 05/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 3.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • CONSTRUCTION MANAGEMENT FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Of America, National Association $1.4M (0% of AUM) Mar 2018
- First Republic Bank $1.3M (0% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗