STURBRIDGE CAPITAL LLC
CRD #160327 SEC #801-73380 BIRMINGHAM, MI 248-220-8400
SEC Registered Private Funds
Total AUM
$695.7M
Discretionary
$695.7M
Employees
13
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $695.7M | $695.7M | $0 | 13 | 0 |
| Mar 2024 | $508.5M | $508.5M | $0 | 11 | 0 |
| Oct 2023 | $430.2M | $430.2M | $0 | 10 | 0 |
| Mar 2023 | $430.2M | $430.2M | $0 | 10 | 0 |
| Jan 2023 | $350M | $350M | $0 | 9 | 0 |
| Sep 2022 | $350M | $350M | $0 | 9 | 0 |
| Mar 2022 | $350M | $350M | $0 | 9 | 0 |
| Mar 2021 | $275.4M | $274.9M | $439K | 8 | 0 |
| Feb 2021 | $237.1M | $237.1M | $0 | 9 | 0 |
| Mar 2020 | $237.1M | $237.1M | $0 | 9 | 0 |
| Mar 2019 | $231.3M | $231.3M | $0 | 7 | 0 |
| Mar 2018 | $168.7M | $168.7M | $0 | 7 | 0 |
| Nov 2017 | $193.6M | $158.6M | $35M | 7 | 15 |
| Mar 2017 | $193.6M | $158.6M | $35M | 7 | 11 |
| Sep 2016 | $179.1M | $140.2M | $38.8M | 4 | 11 |
| Apr 2016 | $179.1M | $140.2M | $38.8M | 4 | 11 |
| Mar 2016 | $179.1M | $140.2M | $38.8M | 4 | 11 |
| Mar 2015 | $133.6M | $94.7M | $38.8M | 4 | 1 |
| Mar 2014 | $118.6M | $88.4M | $30.2M | 4 | 1 |
| Mar 2013 | $100.6M | $100.6M | $0 | 3 | 1 |
| Feb 2012 | $104.2M | $104.2M | $0 | -- | 1 |
DateMar 2025
Total AUM$695.7M
Discretionary$695.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$508.5M
Discretionary$508.5M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$430.2M
Discretionary$430.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$430.2M
Discretionary$430.2M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$275.4M
Discretionary$274.9M
Non-Disc.$439K
Employees8
Clients0
DateFeb 2021
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$193.6M
Discretionary$158.6M
Non-Disc.$35M
Employees7
Clients15
DateMar 2017
Total AUM$193.6M
Discretionary$158.6M
Non-Disc.$35M
Employees7
Clients11
DateSep 2016
Total AUM$179.1M
Discretionary$140.2M
Non-Disc.$38.8M
Employees4
Clients11
DateApr 2016
Total AUM$179.1M
Discretionary$140.2M
Non-Disc.$38.8M
Employees4
Clients11
DateMar 2016
Total AUM$179.1M
Discretionary$140.2M
Non-Disc.$38.8M
Employees4
Clients11
DateMar 2015
Total AUM$133.6M
Discretionary$94.7M
Non-Disc.$38.8M
Employees4
Clients1
DateMar 2014
Total AUM$118.6M
Discretionary$88.4M
Non-Disc.$30.2M
Employees4
Clients1
DateMar 2013
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2012
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees--
Clients1