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Stockbridge Investors

SEC Registered
Boston, MAhttps://berkshirepartners.com/stockbridge(617) 227-0050
Assets Under Management
$5B–$25B
Employees
20
Office Locations
2 offices
Total Accounts
3

About the firm

Stockbridge is the public equity business of Berkshire Partners.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Public Equity

Services

Public equity investment management

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans2$4.6B

Leadership

Berkshire Partners Holdings Llc
GENERAL PARTNER
Kenneth Scott Bring
MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
Michael Carl Ascione
MANAGING DIRECTOR
Bradley Mark Bloom
MANAGING DIRECTOR
Jane Elizabeth Brock-Wilson
MANAGING DIRECTOR
Kevin Thomas Callaghan
MANAGING DIRECTOR
Christopher John Hadley
MANAGING DIRECTOR
Sharlyn Carter Heslam
MANAGING DIRECTOR AND GENERAL COUNSEL
Ross Marshall Jones
MANAGING DIRECTOR
Richard Keith Lubin
MANAGING DIRECTOR
Joshua Adam Lutzker
MANAGING DIRECTOR
David Randolph Peeler
MANAGING DIRECTOR
Robert Joshua Small
MANAGING DIRECTOR
Edward Joseph Whelan
MANAGING DIRECTOR
Lawrence Scott Hamelsky
MANAGING DIRECTOR
Elizabeth Lee Hoffman
MANAGING DIRECTOR
Matthew Aaron Janchar
MANAGING DIRECTOR
Greg Joseph Pappas
MANAGING DIRECTOR
L.p. Bpsp
MANAGING MEMBER
Jonathan Joseph Meyer
MANAGING DIRECTOR
Anil Nmn Seetharam
MANAGING DIRECTOR

Office locations

2 offices in 2 states
MA
BostonHQ
CA
San Francisco

Regulatory & compliance

CRD number
#160674
SEC Number
801-73356
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
Minimum: $5,000,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stockbridge Investors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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