STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC

STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 171869). Regulatory assets under management: $52.2M.

Registration

• CRD: 171869
• Type: Registered investment adviser
• Phone: 920-287-3010
• Latest filing: 2026-02-16
• Regulatory AUM: $52.2M
• Discretionary AUM: $52.2M
• Clients: 2
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171869 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search