STOCKBRIDGE INVESTORS – investment adviser, $5.41B regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	2	$4,619,035,075	85.4%
Charities	Fewer than 5	$792,135,715	14.6%

Filing source

Form ADV 2109052 · May 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STOCKBRIDGE FUND, L.P.Hedge Fund · Last reported May 28, 2026$4.62BGross asset value

Feeder funds

STOCKBRIDGE FUND (OS), LTD.

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No

Custodian COMPUTERSHARE INVESTOR SERVICES PLC BRISTOL, United Kingdom Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BROWN BROTHERS HARRIMAN & CO.
LEI 5493006KMX1VFTPYPW14

CARTA SECURITIES, LLC
SEC 8-69701

COMPUTERSHARE INVESTOR SERVICES PLC
LEI 213800XMV5SQCLOTCH91

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-7124553493
Reported beneficial owners: 118
Minimum commitment: $2M
Form D file number: 021-1501625

Form ADV 2109052 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STOCKBRIDGE MASTER FUND (OS), L.P.Hedge Fund · Last reported Mar 30, 2017$174MGross asset value

Feeder funds

STOCKBRIDGE FUND (OS), LTD.

Fund administrator STATE STREET (CAYMAN) TRUST, LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Prime broker GOLDMAN, SACHS & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-2644371305
Reported beneficial owners: 9
Minimum commitment: $5M
Form D file number: 021-1522736

Form ADV 1092690 · Mar 30, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STOCKBRIDGE FUND M, L.P.Hedge Fund · Last reported Mar 28, 2014$154MGross asset value

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Prime broker GOLDMAN, SACHS & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-9555099600
Reported beneficial owners: 2
Minimum commitment: $5M

Form ADV 802744 · Mar 28, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 28, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

200 CLARENDON STREET 35TH FL
BOSTON, MA, 02116-5040, United States

CRD 160674

Filing source

Form ADV 2109052 · May 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.