STOCKBRIDGE CAPITAL GROUP, LLC

CRD 149002File 801-69793

APPROVED

Custody

Filing as of Jun 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$21.55B

Top 10% of cohort (national)

Discretionary AUM

$4.16B

Non-discretionary $17.39B

Clients

25 accounts

Employees

183

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 8, 2009
Principal office: FOUR EMBARCADERO CENTER, SUITE 3300, SAN FRANCISCO, CA, 94111
Phone: 415-658-3300
Website: https://stockbridge.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $21.55B
Discretionary AUM: $4.16B
Non-discretionary AUM: $17.39B
Discretionary accounts: 9
Non-discretionary accounts: 16
Total accounts: 25
AUM per client: $979.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$354.5M
Pooled investment vehicles	22	$21.19B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — CONSTRUCTION MANAGEMENT FEES
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	172	183	increased by11
Apr 1, 2026	Clients	25	22	decreased by3
Apr 1, 2026	AUM	$19,898,549,431	$21,548,034,803	increased by$1,649,485,372
Apr 1, 2026	Accounts	22	25	increased by3
May 1, 2025 vs Oct 1, 2022	Employees	125	172	increased by47
May 1, 2025 vs Oct 1, 2022	AUM	$18,668,473,123	$19,898,549,431	increased by$1,230,076,308
May 1, 2025 vs Oct 1, 2022	Accounts	28	22	decreased by6
Apr 1, 2022	Employees	108	125	increased by17
Apr 1, 2022	Clients	23	25	increased by2
Apr 1, 2022	AUM	$12,575,386,861	$18,668,473,123	increased by$6,093,086,262
Apr 1, 2022	Accounts	23	28	increased by5
Dec 1, 2021	Disclosures	Yes	No
Oct 1, 2021	Disclosures	No	Yes
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STOCKBRIDGE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STOCKBRIDGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.