STURBRIDGE CAPITAL LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

11 10.00%

of those in investment advisory functions:

5 25.00%

Registration:

SEC, Approved, 3/1/2012

AUM:

508,521,062 18.20%

of that, discretionary:

508,521,062 18.20%

GAV:

453,820,422 5.49%

Avg Account Size:

127,130,266 47.75%

SMA’s:

YES

Private Funds:

4 1

Contact Info

248 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
430M 369M 307M 246M 184M 123M 61M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 4 $453,820,422

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
BLUE MARLIN HOLDCO LLC - - 8.7m - - - - 8.7m 606.3m 1
SYMPHONY TECHNOLOGY GROUP, LLC - - 428.8m - - - - 428.8m 428.8m 7
B-29 ADVISORS, LLC - - 348.1m - - - - 348.1m 348.1m 3
ONYXPOINT GLOBAL MANAGEMENT LP - - 285.1m - - - - 285.1m 439.7m 3
INVICTUS GROWTH MANAGEMENT, LLC - - 578.8m - - - - 578.8m 612.4m 10
CARE EQUITY CAPITAL MANAGEMENT, L.P. - - 426.9m - - - - 426.9m 426.9m 2
POTENTUM PARTNERS, L.P. - - 21.1m - - - - 21.1m 462.1m 1
GEN CAP AMERICA, INC. - - 388.8m - - - - 388.8m 388.8m 7
ARETEX CAPITAL MANAGEMENT, LP - - 629.9m - - - - 629.9m 629.9m 2
CADENT MANAGEMENT SERVICES, LLC - - 414.7m - - - - 414.7m 459.1m 2

Private Funds



Employees




Brochure Summary

Overview

Sturbridge Capital, LLC (“Sturbridge”, “we”, “us”, “our” or the “Firm”), a Delaware limited liability company, commenced operations in 2011 with Salam N. Chaudhary as its sole member and owner. The Firm provides discretionary investment advisory services and serves as investment adviser to private equity fund-of-funds (each a “Fund” and collectively, the “Funds” or “Clients”). The Funds have set investment objectives and guidelines, and the Firm does not tailor advisory services to the individual needs of investors of the Funds. The Funds purchase fund-of-funds, secondary funds (collectively, “Pooled Funds”), and tail-end private equity fund interests. Our Funds are structured as limited partnership or limited liability
company vehicles. For Funds organized as limited partnerships, investors are limited partners, and a Sturbridge entity serves as the general partner. For Funds structured as limited liability companies, investors are members, and a Sturbridge entity is appointed as the manager. Sturbridge is currently an investment adviser to Sturbridge Diversified Private Equity I, LLC, Sturbridge Diversified Private Equity II, LLC, Sturbridge Diversified Private Equity II Master, LLC, Sturbridge Diversified Private Equity Fund III, L.P., and Blu Horn Holdings, LLC. As of December 31, 2022, Sturbridge has $430,209,225 in regulatory assets under management (“RAUM”) all advised on a discretionary basis.