Firm profile

Stockbridge Investors

BOSTON, MACRD 160674Registration Status: ApprovedEffective since March 30, 2012SEC # 801-73356Latest ADV May 28, 2026

Stockbridge Investors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated May 28, 2026, reports $5.4B in regulatory assets under management, 20 employees, 2 offices, and 3 accounts.

Assets Under Management

$5.4B

Employees

Offices

2 offices

Total Clients

Associated firm names

2 names listed

STOCKBRIDGE INVESTORS
STOCKBRIDGE PARTNERS LLC

Leadership

3 roles identified

CCOReuben B. Ackerman

CFOBertty Martinez Torres

COORebecca Nordhaus

Advisory services offered

2 types reported

Portfolio management for businesses

Portfolio management for pooled investment vehicles

Fee models offered

3 types reported

Asset based fees

Other fee arrangements

Performance-based fees

Offices & Contact

Primary office

BOSTON, Massachusetts, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Massachusetts

BOSTONPrimary office

California

SAN FRANCISCO

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone(617) 227-0050 WebsiteVisit website

LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.4Bas of May 28, 2026

Discretionary100.0%

$5.4B

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.

Top client categories% of clientsClients

Pooled Investment Vehicles

100.0%

Categories with <5 clients

Charitable Organizations<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.4B

Total Accounts3

10Y AUM Change+$3.1B (+131.3%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20

Clients per Employee0:1

10Y Employee Change-2 (-9.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

BPSP, L.P.Direct owner · Schedule AInterest in STOCKBRIDGE INVESTORS

75%+

MICHAEL CARL ASCIONEDirect owner · Schedule AInterest in STOCKBRIDGE INVESTORS

< 5%

CHRISTOPHER JOHN HADLEYDirect owner · Schedule AInterest in STOCKBRIDGE INVESTORS

< 5%

BERKSHIRE PARTNERS HOLDINGS LLCIndirect owner · Schedule BInterest in BPSP, L.P.

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Stockbridge Investors.

Reported ownership and control details

Form ADV · Filing date 2026-05-28 · Schedules A and B

34 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	REUBEN BENJAMIN ACKERMANCHIEF COMPLIANCE OFFICER AND GENERAL COUNSELIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL01/2016	Schedule APDF page 47
2	MICHAEL CARL ASCIONECO-MANAGING PARTNERIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	CO-MANAGING PARTNER09/2025	Schedule APDF page 47
3	CHRISTOPHER JOHN HADLEYCO-MANAGING PARTNERIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	CO-MANAGING PARTNER09/2025	Schedule APDF page 47
4	SHARLYN CARTER MUSSLEWHITEMANAGING DIRECTOR AND GENERAL COUNSELIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR AND GENERAL COUNSEL01/2011	Schedule APDF page 47
5	ROSS MARSHALL JONESMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR12/2006	Schedule APDF page 47
6	JOSHUA ADAM LUTZKERMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2010	Schedule APDF page 47
7	ROBERT JOSHUA SMALLMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR12/2006	Schedule APDF page 47
8	EDWARD JOSEPH WHELANMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2012	Schedule APDF page 47
9	LAWRENCE SCOTT HAMELSKYMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR12/2006	Schedule APDF page 47
10	ELIZABETH LEE HOFFMANMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2011	Schedule APDF page 47
11	GREG JOSEPH PAPPASMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2013	Schedule APDF page 47
12	BPSP, L.P.MANAGING MEMBERDomestic entity	STOCKBRIDGE INVESTORS	75% or moreCode E	Yes	MANAGING MEMBER01/2014	Schedule APDF page 47
13	ANIL NMN SEETHARAMMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2014	Schedule APDF page 47
14	RALEIGH ALEXANDER SHOEMAKERMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2015	Schedule APDF page 47
15	MARNI FOX PAYNEMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2015	Schedule APDF page 47
16	DAVID CHILDS BORDEAUMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2015	Schedule APDF page 47
17	Samantha Allen AdamsMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2016	Schedule APDF page 47
18	Samuel Whiston SpirnMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2018	Schedule APDF page 47
19	Blake Lanier GottesmanMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2018	Schedule APDF page 47
20	Eric R SouzaCHIEF TECHNOLOGY OFFICER AND CISOIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	No	CHIEF TECHNOLOGY OFFICER AND CISO01/2019	Schedule APDF page 47
21	BENJAMIN DAVID LEVYMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2020	Schedule APDF page 47
22	SAAD HASANMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2020	Schedule APDF page 47
23	MATTHEW BRIAN GOOCHMANAGING DIRECTOR, BUSINESS DEVELOPMENTIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR, BUSINESS DEVELOPMENT01/2020	Schedule APDF page 47
24	JONATHAN D NUGERMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2022	Schedule APDF page 47
25	NII AMAAH KORANTENG OFOSU-AMAAHMANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONSIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS01/2022	Schedule APDF page 47
26	CANDICE M CORVETTIMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2023	Schedule APDF page 47
27	ANDREW CHRISTOPHER WALKERMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2023	Schedule APDF page 47
28	Henri Edward RainaudMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2023	Schedule APDF page 47
29	WHITNEY MAYFIELD KELLYMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2025	Schedule APDF page 47
30	ELIZABETH DENISON BRIDEMANAGING DIRECTORIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR01/2025	Schedule APDF page 47
31	JONAS PETER NILSSONMANAGING DIRECTOR, HEAD OF INVESTOR RELATIONSIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	MANAGING DIRECTOR, HEAD OF INVESTOR RELATIONS01/2025	Schedule APDF page 47
32	BERTTY MARTINEZ TORRESCHIEF FINANCIAL OFFICERIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	No	CHIEF FINANCIAL OFFICER05/2025	Schedule APDF page 48
33	REBECCA NORDHAUSCHIEF OPERATING OFFICERIndividual	STOCKBRIDGE INVESTORS	Less than 5%Code NA	Yes	CHIEF OPERATING OFFICER05/2026	Schedule APDF page 48
34	BERKSHIRE PARTNERS HOLDINGS LLCGENERAL PARTNERDomestic entity	BPSP, L.P.	75% or moreCode E	Yes	GENERAL PARTNER01/2014	Schedule BPDF page 48

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/28/2026 1:29:35 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.