Sturbridge Capital LLC is a large advisory firm based in Birmingham. It manages $231.25 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Michigan.
Sturbridge Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sturbridge Capital LLC is $231.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sturbridge Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Sturbridge Capital is pooled investment vehicles with 4 clients and $225.26 million of assets under management. Among the 11 most similar advisory firms, Sturbridge Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $231.25 million for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sturbridge Capital also advises several private funds. Namely, four private equity funds.
The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Shelagh Crook Merenius joined the executive team most recently as the Chief Compliance Officer And Chief Financial Officer.
The principal office where Sturbridge Capital LLC performs its advisory services is located at 280 N Old Woodward Avenue, Birmingham, MI 48009, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-220-8400 or by fax 248-220-8439. The normal business hours are 8:00am - 6:00pm on Monday - Friday.