Stockbridge Private Wealth Management, LLC

Stockbridge Private Wealth Management is a small, family‑owned registered investment adviser that provides discretionary asset management and ongoing portfolio oversight to individual and high‑net‑worth clients. The firm combines portfolio management with comprehensive financial planning work, and financial plan reviews may be provided to advisory clients at no additional charge.

Portfolios are constructed using a mix of fundamental and technical analysis, Modern Portfolio concepts, and periodic rebalancing, with client objectives and risk tolerances documented in investment policy statements; Stockbridge typically manages accounts on a discretionary basis and conducts account reviews at least quarterly. The firm bills on a percentage‑of‑AUM basis and directs execution and custody through a single custodian.

Distinctive features include the firm’s closely held ownership structure (two family revocable trusts) and a very small advisory team—two advisors managing roughly $52 million across about 90 clients—which yields a concentrated advisor-to-client ratio. The principals bring mixed professional backgrounds (a CPA with corporate finance experience and a principal with substantial academic appointments and a recent doctoral credential), and the firm discloses use of broker‑provided research benefits (soft dollars) and does not routinely vote client proxies, leaving voting to clients.