Stockbridge Partners Llc
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 2
- Avg AUM / client
- $2.7B
- Accounts
- 3
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $4.6B | 85.4% |
| Charitable organizations | Fewer than 5 clients | $792M | 14.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stockbridge Fund, L.P. master | Hedge Fund | Delaware | $5.0B | 115 |
People (34)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Callaghan, Kevin, Thomas | Managing Director | Dec 2006 (20y) | Less than 5% | |
| Hadley, Christopher, John | Managing Director | Dec 2006 (20y) | Less than 5% | |
| Hamelsky, Lawrence, Scott | Managing Director | Dec 2006 (20y) | Less than 5% | |
| Jones, Ross, Marshall | Managing Director | Dec 2006 (20y) | Less than 5% | |
| Small, Robert, Joshua | Managing Director | Dec 2006 (20y) | Less than 5% | |
| Ascione, Michael, Carl | Managing Director | Jan 2007 (20y) | Less than 5% | |
| Lutzker, Joshua, Adam | Managing Director | Jan 2010 (17y) | Less than 5% | |
| Hoffman, Elizabeth, Lee | Managing Director | Jan 2011 (16y) | Less than 5% | |
| Musslewhite, Sharlyn, Carter | Managing Director And General Counsel | Jan 2011 (16y) | Less than 5% | |
| Whelan, Edward, Joseph | Managing Director | Jan 2012 (15y) | Less than 5% | |
| Bring, Kenneth, Scott | Managing Director And Chief Financial Officer | Jan 2013 (14y) | Less than 5% | |
| Janchar, Matthew, Aaron | Managing Director | Jan 2013 (14y) | Less than 5% | |
| Pappas, Greg, Joseph | Managing Director | Jan 2013 (14y) | Less than 5% | |
| Meyer, Jonathan, Joseph | Managing Director | Jan 2014 (13y) | Less than 5% | |
| Seetharam, Anil, Nmn | Managing Director | Jan 2014 (13y) | Less than 5% | |
| Bordeau, David, Childs | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Payne, Marni, Fox | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Shoemaker, Raleigh, Alexander | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Ackerman, Reuben, Benjamin | Chief Compliance Officer And General Counsel | Jan 2016 (11y) | Less than 5% | |
| Adams, Samantha, Allen | Managing Director | Jan 2016 (11y) | Less than 5% | |
| Gottesman, Blake, Lanier | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Spirn, Samuel, Whiston | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Souza, Eric, R | Chief Technology Officer And Ciso | Jan 2019 (8y) | Less than 5% | |
| Gooch, Matthew, Brian | Managing Director, Business Development | Jan 2020 (7y) | Less than 5% | |
| Hasan, Saad | Managing Director | Jan 2020 (7y) | Less than 5% | |
| Levy, Benjamin, David | Managing Director | Jan 2020 (7y) | Less than 5% | |
| Hupp, Justin, G | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Johnson, Joshua, B | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Nuger, Jonathan, D | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Ofosu Amaah, Nii Amaah, Koranteng | Managing Director, Business Development And Investor Relations | Jan 2022 (5y) | Less than 5% | |
| Thompson, Terry, H | Managing Director And Chief Operating Officer | Jan 2022 (5y) | Less than 5% | |
| Corvetti, Candice, M | Managing Director | Jan 2023 (4y) | Less than 5% | |
| Rainaud, Henri, Edward | Managing Director | Jan 2023 (4y) | Less than 5% | |
| Walker, Andrew, Christopher | Managing Director | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bpsp, L.P. | Managing Member | Jan 2014 | A | 75% or more |
| Berkshire Partners Holdings Llc | General Partner | Jan 2014 | B | ≈ 56.25% – 100% via Bpsp, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Berkshire Partners Holdings Llc: 75% – 100% of Bpsp, L.P. × 75% – 100% direct ≈ 56.25% – 100% 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 (1, $5.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stockbridge Fund, L.P. | Hedge Fund | $5.0B | $5.0M | 115 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 2.23 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
- • Performance-based fees
- • Other fees
- • INCENTIVE ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Brown Brothers Harriman & Co. $792M (15% of AUM) May 2026
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: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗