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
C••• A•• V•••• A•••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Mar 28, 2012 · 23 filings
SEC status approved since Feb 1, 2011
RAUM
$21B
reported, Item 5.F
Discretionary
61%
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
161
77 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
2
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$21B 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)161 as of Jun 30, 2026
Mar 25, 201355 then
Private funds2 as of Jun 30, 2026
Mar 28, 20124 then
RAUM +3.3% over the last fiscal year+0.1% a year over threeIARs 0 to 0
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
- $1.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 61%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.3%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 vehicles, otherreportedItem 5.G
- Custody
- $5.6B, 7 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B76%
- State and municipal entities$3.5B17%
- Pension and profit-sharing plans$1.3B6.0%
- Corporations and businesses$217M1.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.6B for 7 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.76 institutional_share=0.23 related_bd=false related_bank=true 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••• M•••••• F•••• L••• | Other Private Fund | $4.8B | 83 | Mar 28, 2012 |
| T•• L•••••••• I•• L••• | Real Estate Fund | $2.3B | 2 | Mar 28, 2012 |
| S••••••••• N•••• L•••••••• F••• O•• L• | Hedge Fund | $2.0B | 2 | Mar 31, 2023 |
| S••••••••• N•••• L•••••••• F•••• L• | Hedge Fund | $2.0B | 35 | Mar 30, 2021 |
| S••••••••• V•••• F••• I•• L• | Real Estate Fund | $1.2B | 18 | Mar 30, 2021 |
| S•••••••• I••••••••• L•• | Real Estate Fund | $670M | 1 | Mar 30, 2020 |
| T•• L••••••••• L•no longer reported | Real Estate Fund | $561M | 11 | Mar 28, 2012 |
| S••••••••• V•••• F••• I••• L• | Real Estate Fund | $478M | 17 | Mar 30, 2018 |
| S••••••••• V•••• F••• V• F•••••• L• | Real Estate Fund | $198M | 1 | Mar 29, 2024 |
| S••••••••• V•••• F•••• L•no longer reported | Real Estate Fund | $111M | 20 | Mar 28, 2012 |
| S•••• M•••••• L••••••••• F••• S••• | Other Private Fund | $61.4M | 2 | Mar 30, 2019 |
| S••••••••• V•••• F••• I•• L• | Real Estate Fund | $39.5M | 12 | Mar 25, 2015 |
Owners and control persons
Schedule A and B, latest filing
- F••••••• T•••••••• E• · Chief Executive Officer - S••••••••• C•••••• G••••• L••controlsince 10/2023 · owns less than 5%
- N•••••• D••••• · Chief Compliance Officer And Chief Administrative Officercontrolsince 08/2012 · owns less than 5%
- R•••• S•••••• A•••••• · Executive Managing Directorcontrolsince 08/2010 · owns less than 5%
- R•••••••• K••••••• H••• · Chief Financial Officercontrolsince 10/2023 · owns less than 5%
- F••••••• T•••••••• E• · Limited Partnercontrolsince 01/2017 · owns 75% or more of S••••••••• G• H•••••••• L•
- F••••••• T•••••••• E• · Membercontrolsince 01/2017 · owns 75% or more of S••••••••• F••••• 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••••••••• C•••••• G••••• L•• · Memberdirect · owns 75% or more
- 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 D•• S•• U••• I• L••
- B••• O•• G• S••••• G• H••••••• L•• · General Partnerindirect · 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• T•••• G•• L••pooled vehicle sponsory
- C•• S•••• M••••••• L••bankpooled vehicle sponsory
- S•••• M•••••• L••••••••• G• S•• R•••pooled vehicle sponsory
- S••••••••• C•••••• G••••• L••investment adviserpooled vehicle sponsoryRAUM $22B
- S••••••••• N•••• L•••••••• F••• G•• L••bankpooled vehicle sponsory
- S••••••••• N•••• L•••••••• F••• O• G•• L••pooled vehicle sponsory
- S••••••••• N•• I••••••• G•• L••pooled vehicle sponsorn
- S••••••••• U••• L•••••••• G•• L••pooled vehicle sponsorn
- S••••••••• V•••• F••• P••••••• I•• L••bankpooled vehicle sponsory
- S••••••••• V•••• F••• P••••••• I••• L••bankpooled vehicle sponsory
- S••••••••• V•••• F••• P••••••• I•• L••bankpooled vehicle sponsory
- S••••••••• V•••• F••• P••••••• V• F•••••• L••bankpooled vehicle sponsory
- S••••••••• V•••• F••• P••••••• V• L••bankpooled vehicle sponsory
Advisers that list C••• A•• V•••• A•••••••• L•• as a related person
- 149002 y
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA31 employees
- Chicago, IL15 employees
- Denver, CO2 employees
What changed
consecutive filings, newest first
- Advisory employees · 69 to 77Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 0 to 20Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $5.1B to $5.6BMar 31, 2025 to Mar 31, 2026
- Employees · 116 to 161Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $13B to $13BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $7.9B to $8.4BMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $1.2B to $1.3BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $16B to $16BMar 31, 2025 to Mar 31, 2026
- RAUM · $20B to $21BMar 31, 2025 to Mar 31, 2026
- Accounts · 21 to 20Aug 26, 2024 to Mar 31, 2025
- Advisory employees · 72 to 69Aug 26, 2024 to Mar 31, 2025
- Advisory activities · 2 to 3Aug 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 14Aug 26, 2024 to Mar 31, 2025
- Assets in custody · $5.4B to $5.1BAug 26, 2024 to Mar 31, 2025
- Employees · 115 to 116Aug 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $13B to $13BAug 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $7.9B to $7.9BAug 26, 2024 to Mar 31, 2025
- Pension RAUM · $1.6B to $1.2BAug 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $16B to $16BAug 26, 2024 to Mar 31, 2025
- RAUM · $20B to $20BAug 26, 2024 to Mar 31, 2025
- Accounts · 19 to 21Nov 9, 2023 to Mar 29, 2024
- Advisory employees · 68 to 72Nov 9, 2023 to Mar 29, 2024
- Pooled vehicle clients · 13 to 15Nov 9, 2023 to Mar 29, 2024
- Assets in custody · $5.7B to $5.4BNov 9, 2023 to Mar 29, 2024
- Employees · 109 to 115Nov 9, 2023 to Mar 29, 2024
- Private funds · 9 to 2Nov 9, 2023 to Mar 29, 2024
- Discretionary RAUM · $13B to $13BNov 9, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $8.2B to $7.9BNov 9, 2023 to Mar 29, 2024
- Pension RAUM · $1.8B to $1.6BNov 9, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $16B to $16BNov 9, 2023 to Mar 29, 2024
- RAUM · $21B to $20BNov 9, 2023 to Mar 29, 2024
- Accounts · 18 to 19Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 63 to 68Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 13Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $5.0B to $5.7BMar 31, 2022 to Mar 31, 2023
- Employees · 97 to 109Mar 31, 2022 to Mar 31, 2023
- Other offices · 2 to 3Mar 31, 2022 to Mar 31, 2023
- Private funds · 8 to 9Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $11B to $13BMar 31, 2022 to Mar 31, 2023
Signals
16 dated events
- Haig Kristin Renaudin (Chief Financial Officer) appeared on Schedule A of C••• A•• V•••• A•••••••• L••Aug 26, 2024 · Control person joined · fact
- Goksel Tuba Malinowski (Chief Operating Officer) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-11-09, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Douglas Mark Carlson (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-03-31, absent 2023-11-09)Nov 9, 2023 · Control person left · inference
- Drake Douglas Sturiale (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-03-31, absent 2023-11-09)Nov 9, 2023 · Control person left · inference
- John Albert Jehle (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-03-31, absent 2023-11-09)Nov 9, 2023 · Control person left · inference
- Stephen Daniel Weaver (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-03-31, absent 2023-11-09)Nov 9, 2023 · Control person left · inference
- David William Nix (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-03-31, absent 2023-11-09)Nov 9, 2023 · Control person left · inference
- Darcel Tabourn Bianca Cassidy (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2023-03-31, absent 2023-11-09)Nov 9, 2023 · Control person left · inference
- C••• A•• V•••• A•••••••• L•• reported RAUM $18.0B, up 33% from $13.6B (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Peter Antony Ressler (Limited Partner) appeared on Schedule A of C••• A•• V•••• A•••••••• L••Mar 31, 2022 · Control person joined · fact
- C••• A•• V•••• A•••••••• L•• reported RAUM $13.6B, up 26% from $10.8B (2020-03-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- C••• A•• V•••• A•••••••• L•• reported RAUM $10.8B, up 27% from $8.5B (2019-03-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Jean-Marie Murphy-Kopans (Managing Director And Member (Class A Units)) no longer on Schedule A of C••• A•• V•••• A•••••••• L•• (listed 2019-03-30, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- D Bianca Tabourn (Managing Director And Member (Class A Units)) appeared on Schedule A of C••• A•• V•••• A•••••••• L••Mar 30, 2020 · Control person joined · fact
- David William Nix (Managing Director And Member (Class A Units)) appeared on Schedule A of C••• A•• V•••• A•••••••• L••Mar 30, 2019 · Control person joined · fact
- C••• A•• V•••• A•••••••• L•• reported RAUM $7.3B, up 76% from $4.2B (2017-04-28 to 2018-03-30)Mar 30, 2018 · 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
- Website
- stockbridge.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
C••• A•• V•••• A•••••••• 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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