STURBRIDGE CAPITAL LLC

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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%
Private Fund 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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$453,820,422

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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, and Sturbridge Diversified Private Equity Fund III, L.P. As of December 31, 2023, Sturbridge has $508,521,062 in regulatory assets under management (“RAUM”) all advised on a discretionary basis.