DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••••••••• C•••••• G••••• L••
Latest filing Jun 30, 2026
First filing on the tape Mar 28, 2012 · 30 filings
SEC status approved since Jan 8, 2009
RAUM
$22B
reported, Item 5.F
Discretionary
19%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
183
27 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
10
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$22B as of Jun 30, 2026
Mar 28, 2012$1.8B then
HNW client RAUM$0 as of Mar 30, 2021
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 25, 20130 then
Employees (5.A)183 as of Jun 30, 2026
Mar 25, 201361 then
Private funds10 as of Jun 30, 2026
Mar 28, 201211 then
RAUM +8.3% over the last fiscal year+3.1% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $862MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 19%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $355M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$21B98%
- Corporations and businesses$355M1.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $355M for 3 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.0 related_bd=false related_bank=false bd_reps=20.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
26 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Y•• C••••••••• L•• | Real Estate Fund | $9.8B | 7 | Feb 24, 2017 |
| S••••••••• N••• L•• | Real Estate Fund | $3.0B | 7 | Mar 30, 2020 |
| S••••••••• R••• E••••• F•••• L• | Real Estate Fund | $1.7B | 2 | Mar 28, 2012 |
| S••••••••• M••• C••••••••• L•• | Real Estate Fund | $1.4B | 4 | Mar 31, 2022 |
| P•••• Y•• H•••••••• L• | Real Estate Fund | $1.1B | 2 | Mar 26, 2014 |
| S••••••••• S•••••••• I••••••••• V••••••• L•• | Real Estate Fund | $1.0B | 4 | Mar 30, 2020 |
| S••••••••• R••• E••••• F••• I••••• L• | Real Estate Fund | $977M | 8 | Mar 28, 2012 |
| S••••••••• U••• L••••••••• L• | Real Estate Fund | $569M | 2 | Mar 30, 2021 |
| S••••••••• U••• S•• I•••••••• L• | Real Estate Fund | $504M | 2 | Mar 31, 2022 |
| S••••••••• Y•• F•••• L• | Real Estate Fund | $372M | 7 | Mar 30, 2019 |
| S••••••••• H•••• I•••••••• L• | Real Estate Fund | $356M | 2 | Mar 30, 2021 |
| S••••••••• M••• C••••••••• I•• L•• | Real Estate Fund | $309M | 3 | Mar 31, 2022 |
| S••••••••• T• F•••• L• | Real Estate Fund | $263M | 2 | Feb 24, 2017 |
| N•• I•••••••• L• | Real Estate Fund | $258M | 2 | Mar 30, 2020 |
| S••••••••• S•• R•••• L•• | Real Estate Fund | $239M | 2 | Mar 30, 2020 |
| S••••••••• R••• E••••• F••• I••••• L• | Real Estate Fund | $237M | 1 | Mar 28, 2012 |
| S••••••••• T• S••••• 3• F•••• L• | Real Estate Fund | $27.8M | 2 | Mar 31, 2022 |
| S••••••••• T• S••••• 2• F•••• L• | Real Estate Fund | $21.0M | 2 | Mar 30, 2021 |
| S••••••••• R••• E••••• F••• I•••• L• | Real Estate Fund | $4.6M | 2 | Mar 28, 2012 |
| S••••••••• R••• E••••• F••• I•••• L• | Real Estate Fund | $3.3M | 2 | Mar 28, 2012 |
| S••••••••• R••• E••••• F••• I•••• L• | Real Estate Fund | $3.1M | 6 | Mar 28, 2012 |
| S••••••••• H•••••••• P••• C••••••••• L• | Real Estate Fund | $2.2M | 1 | Mar 28, 2012 |
| S••••••••• R••• E••••• F••• I•••• L• | Real Estate Fund | $1.8M | 2 | Mar 28, 2012 |
| S••••••••• R••• E••••• F••• I• C••••••••• L•• L•no longer reported | Real Estate Fund | $210,102 | 1 | Mar 28, 2012 |
| S••••••••• R••• E••••• F••• I•••• L• | Real Estate Fund | $9,959 | 6 | Mar 28, 2012 |
| S••••••••• R••• E••••• F••• I•••• L• | Real Estate Fund | $0 | 7 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- F••••••• T•••••••• E• · Chief Executive Officercontrolsince 04/2003 · owns less than 5%
- N•••••• D••••• · Chief Compliance Officer And Chief Administrative Officercontrolsince 08/2012 · owns less than 5%
- P••••• S••••••• J•••• · Managing Director And Head Of S••••••••• Platform Businesscontrolsince 07/2024 · owns less than 5%
- R•••••••• K••••••• H••• · Chief Financial Officercontrolsince 03/2016 · owns less than 5%
- F••••••• T•••••••• E• · Membercontrolsince 01/2017 · owns 75% or more of S••••••••• F••••• H•••••••• L••
- F••••••• T•••••••• E• · Limited Partnercontrolsince 01/2017 · owns 75% or more of S••••••••• G• H•••••••• L•
- F••••••• T•••••••• E• · Limited Partnercontrolsince 12/2022 · owns 75% or more of S•• P•••••••• H•••••••• L•
- R••••••• A•••••• P•••• · Limited Partnercontrolsince 01/2002 · owns 25% to 50% of A••• O••••• H••••••• L•••
Entity owners
- S••••••••• M••••••••• H•••••••• L• · Memberdirect · owns 50% to 75%
- S••••••••• R••• E••••• H•••••••• L• · Memberdirect · owns 25% to 50%
- A••• H••••• L•• · General Partnerindirect · owns F of A••• M••••••••• H••••••• L•••
- A••• H••••• L•• · General Partnerindirect · owns 50% to 75% of A••• H••••••• L•••
- A••• H••••••• L••• · Limited Partnerindirect · owns 75% or more of A••• M••••••••• H••••••• L•••
- A••• M••••••••• C••••••••• · Memberindirect · owns 75% or more of A••• H••••• L•• · public reporting company
- A••• M••••••••• H••••••• L••• · Memberindirect · owns 75% or more of A••• M••••••••• L••
- A••• M••••••••• L•• · Memberindirect · owns 75% or more of L••••••• P••••••• L••
- A••• O••••• H••••••• L••• · Limited Partnerindirect · owns 25% to 50% of A••• H••••••• L•••
- A••• P••••••• H••••• L•• · General Partnerindirect · owns F of A••• O••••• H••••••• L•••
- B••• O•• C•••••• C•••• L• · Memberindirect · owns 75% or more of B••• O•• G• S••••• G• H••••••• L••
- B••• O•• C•••••• G• H••••••• L•• · Managing Memberindirect · owns 75% or more of B••• O•• C•••••• G• L••
- B••• O•• C•••••• G• L•• · General Partnerindirect · owns F of B••• O•• C•••••• C•••• L•
- B••• O•• C•••••• I••• · Managing Memberindirect · owns 75% or more of B••• O•• C•••••• G• H••••••• L•• · public reporting company
- B••• O•• G• S••••• G• H••••••• L•• · Managing Memberindirect · owns F of B••• O•• G• S••••• S•• C••••••• S•••••• L•
- B••• O•• G• S••••• S•• C••••••• S•••••• L• · Memberindirect · owns 75% or more of D•• S•• U••• I• L••
- L••••••• P••••••• L•• · Memberindirect · owns 75% or more of L••••••• R••••• A•••••••• L••
- L••••••• R••• E••••• F••• V••••••• L••• · General Partnerindirect · owns F of L••••••• R••• E••••• P••••••• V•••• L•••
- L••••••• R••••• A•••••••• L•• · General Partnerindirect · owns F of L••••••• R••• E••••• F••• V••••••• L•••
- N••••••• P•••••• S•••••• O• T•• R••••••• O• K•••• · Limited Partnerindirect · owns 75% or more of B••• O•• G• S••••• S•• C••••••• S•••••• L•
Related persons
Schedule D 7.A
- C••• A•• V•••• A•••••••• L••investment adviserpooled vehicle sponsoryRAUM $21B
- S••••••••• C•••••• P•••••••• L••pooled vehicle sponsory
- S••••••••• H•••• P•••••••• L••pooled vehicle sponsory
- S••••••••• M••• C••••••••• O• G• I•• L••pooled vehicle sponsory
- S••••••••• M••• C••••••••• O• G•• L••pooled vehicle sponsory
- S••••••••• N•• I••••••• G•• L••pooled vehicle sponsory
- S••••••••• N•• O• G•• L••pooled vehicle sponsory
- S••••••••• P•••• Y•• G•• L••pooled vehicle sponsory
- S••••••••• R••• E••••• P••••••• I•• L••pooled vehicle sponsory
- S••••••••• R••• E••••• P••••••• I••• L••pooled vehicle sponsory
- S••••••••• S•• O• G•• L••pooled vehicle sponsory
- S••••••••• S•• P•••••••• L••pooled vehicle sponsory
- S••••••••• T• P•••••••• L••pooled vehicle sponsory
- S••••••••• T• S••••• 2• P•••••••• L••pooled vehicle sponsory
- S••••••••• T• S••••• 3• P•••••••• L••pooled vehicle sponsory
- S••••••••• U••• L•••••••• G•• L••pooled vehicle sponsorn
- S••••••••• U••• S•• G•• L••pooled vehicle sponsory
- S••••••••• Y•• P•••••••• L••pooled vehicle sponsory
Advisers that list S••••••••• C•••••• G••••• L•• as a related person
- 156093 y
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA31 employees
- Chicago, IL15 employees
- Denver, CO2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Jun 30, 2026discretionary share of RAUM of 19% against a peer median of 100% (512 comparable advisers, 2.0th percentile, 27.2 robust deviations)peers: asset managers, $20B and over (512) · 2.0% percentile
What changed
consecutive filings, newest first
- Accounts · 22 to 25Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 21 to 27Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 23 to 20Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 25 to 22Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $349M to $355MMar 31, 2025 to Mar 31, 2026
- Employees · 172 to 183Mar 31, 2025 to Mar 31, 2026
- Other offices · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Private funds · 16 to 10Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.8B to $4.2BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $16B to $17BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $20B to $21BMar 31, 2025 to Mar 31, 2026
- RAUM · $20B to $22BMar 31, 2025 to Mar 31, 2026
- Accounts · 28 to 22Aug 26, 2024 to Mar 31, 2025
- Advisory employees · 23 to 21Aug 26, 2024 to Mar 31, 2025
- BD registered reps · 0 to 23Aug 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 24 to 25Aug 26, 2024 to Mar 31, 2025
- Assets in custody · $357M to $349MAug 26, 2024 to Mar 31, 2025
- Employees · 148 to 172Aug 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 26, 2024 to Mar 31, 2025
- Private funds · 15 to 16Aug 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.8B to $3.8BAug 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $16B to $16BAug 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $20B to $20BAug 26, 2024 to Mar 31, 2025
- RAUM · $20B to $20BAug 26, 2024 to Mar 31, 2025
- Accounts · 29 to 28Nov 9, 2023 to Mar 29, 2024
- Pooled vehicle clients · 25 to 24Nov 9, 2023 to Mar 29, 2024
- Assets in custody · $298M to $357MNov 9, 2023 to Mar 29, 2024
- Employees · 142 to 148Nov 9, 2023 to Mar 29, 2024
- Other offices · 2 to 3Nov 9, 2023 to Mar 29, 2024
- Private funds · 25 to 15Nov 9, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.9B to $3.8BNov 9, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $16B to $16BNov 9, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $19B to $20BNov 9, 2023 to Mar 29, 2024
- RAUM · $20B to $20BNov 9, 2023 to Mar 29, 2024
- Accounts · 28 to 29Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 18 to 23Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $246M to $298MMar 31, 2022 to Mar 31, 2023
- Employees · 125 to 142Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.8B to $3.9BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $15B to $16BMar 31, 2022 to Mar 31, 2023
Signals
6 dated events
- James Stephen Pilch (Managing Director And Head Of Stockbridge Platform Business) appeared on Schedule A of S••••••••• C•••••• G••••• L••Aug 26, 2024 · Control person joined · fact
- James Stephen Pilch (Managing Director) no longer on Schedule A of S••••••••• C•••••• G••••• L•• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- S••••••••• C•••••• G••••• L•• reported RAUM $18.7B, up 48% from $12.6B (2021-11-04 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Peter Antony Ressler (Limited Partner) appeared on Schedule A of S••••••••• C•••••• G••••• L••Aug 27, 2021 · Control person joined · fact
- S••••••••• C•••••• G••••• L•• reported RAUM $12.6B, up 53% from $8.2B (2020-03-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- S••••••••• C•••••• G••••• L•• reported RAUM $8.2B, up 33% from $6.2B (2019-03-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stockbridgecapitalgroupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- s•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-658-3300reportedpublic record, Form ADV, Jun 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
S••••••••• C•••••• G••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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