SourcingSourcing

STOCKBRIDGE PARTNERS LLC

C30
CRD 160674·SEC 801-73356·BOSTON, MA
AUM
$5.41B
$1B+
Est. Revenue
$54.1M
@ 1% on AUM
Est. EBITDA
$16.2M
@ 30% margin
Est. Deal Value
$129.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STOCKBRIDGE PARTNERS LLC
CRD
160674
SEC file #
801-73356
EIN
000000000
DBA names
Stockbridge Investors

Economics

AUM
$5.41B
AUM band
$1B+
AUM trajectory
'20'26
$2.53B → $5.41B▲ +114%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
20
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
20 advisors → 18 advisors▼ -10%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
berkshirepartners.com/stockbridge

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BPSP, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
32
Control Persons
BPSP, L.P.
Adams, Samantha, Allen
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BERKSHIREPARTNERS.COM
Rdap Domain Creation Date
1997-03-11T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
60,322
Form 5500 Compensation Trajectory 3y
202660,322
Form 5500 Plan Count Trajectory 3y
20262
Schedule C Total Compensation
60,322
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001501625
Edgar Registered
Yes
Edgar Filing Count
64
Edgar First Filing Date
2010-10-06
Edgar Last Filing Date
2026-02-25
Edgar Form D Count
18
Edgar Form D Offerings
2026-02-252026-02-25 · 0001501625-26-000001
2025-02-262025-02-26 · 0001501625-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Edgar Addresses
Mailing
200 CLARENDON STREETBOSTON, MA 02116
Business
200 CLARENDON STREETBOSTON, MA 02116
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-25 · 0001501625-26-000001
D/A2025-02-26 · 0001501625-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-12T05:00:00Z
Rdap Domain Last Changed
2023-03-10T22:26:17Z
Rdap Nameservers
Dns1.zoneedit.comDns2.zoneedit.comDns3.zoneedit.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (31)

31
Adams, Samantha, Allen
Executive Officer · 2.5%
6626674
ASCIONE, MICHAEL, CARL
Executive Officer · 2.5%
6025317
BORDEAU, DAVID, CHILDS
Executive Officer · 2.5%
4487677
BRIDE, ELIZABETH, DENISON
Executive Officer · 2.5%
6469086
CORVETTI, CANDICE, M
Executive Officer · 2.5%
5758817
GOOCH, MATTHEW, BRIAN
Executive Officer · 2.5%
2913773
Gottesman, Blake, Lanier
Executive Officer · 2.5%
6931072
HADLEY, CHRISTOPHER, JOHN
Executive Officer · 2.5%
6025469
HAMELSKY, LAWRENCE, SCOTT
Executive Officer · 2.5%
2273605
HASAN, SAAD
Executive Officer · 2.5%
7237557
HOFFMAN, ELIZABETH, LEE
Executive Officer · 2.5%
2378820
JONES, ROSS, MARSHALL
Executive Officer · 2.5%
2253855
KELLY, WHITNEY, MAYFIELD
Executive Officer · 2.5%
5816637
LEVY, BENJAMIN, DAVID
Executive Officer · 2.5%
7237554
LUTZKER, JOSHUA, ADAM
Executive Officer · 2.5%
6025476
MUSSLEWHITE, SHARLYN, CARTER
Executive Officer · 2.5%
6025473
NILSSON, JONAS, PETER
Executive Officer · 2.5%
2521352
NUGER, JONATHAN, D
Executive Officer · 2.5%
7521451
OFOSU-AMAAH, NII AMAAH,
Executive Officer · 2.5%
4833774
PAPPAS, GREG, JOSEPH
Executive Officer · 2.5%
6170326
PAYNE, MARNI, FOX
Executive Officer · 2.5%
2855216
Rainaud, Henri, Edward
Executive Officer · 2.5%
7718174
SEETHARAM, ANIL, NMN
Executive Officer · 2.5%
6313858
SHOEMAKER, RALEIGH, ALEXANDER
Executive Officer · 2.5%
2648334
SMALL, ROBERT, JOSHUA
Executive Officer · 2.5%
6025479
Spirn, Samuel, Whiston
Executive Officer · 2.5%
6931070
WALKER, ANDREW, CHRISTOPHER
Executive Officer · 2.5%
5355471
WHELAN, EDWARD, JOSEPH
Executive Officer · 2.5%
6025481
ACKERMAN, REUBEN, BENJAMIN
Executive Officer · 2.5%
6002571
MARTINEZ TORRES, BERTTY
Executive Officer · 2.5%
6558194
Souza, Eric, R
Executive Officer · 2.5%
7089097