Sturbridge Capital Llc
- Regulatory AUM
- $731M
- Discretionary
- $731M
- Clients
- 4
- Avg AUM / client
- $183M
- Accounts
- 4
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $731M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $509M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sturbridge Diversified Private Equity Fund Iii, L.P. | Private Equity Fund | Delaware | $314M | 184 |
| Sturbridge Diversified Private Equity Ii Master, Llc master | Private Equity Fund | Delaware | $140M | 2 |
| Sturbridge Diversified Private Equity Ii, Llc feeder | Private Equity Fund | Delaware | $40.8M | 60 |
| Sturbridge Diversified Private Equity I, Llc feeder | Private Equity Fund | Delaware | $13.9M | 5 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Salam Nasim Chaudhary | Ceo & Managing Partner | Jan 2011 (16y) | 75% or more | |
| Iannettoni, Shannon, Lynn | Chief Financial Officer & Chief Compliance Officer | Mar 2021 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $509M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sturbridge Diversified Private Equity Fund Iii, L.P. | Private Equity Fund | $314M | $0 | 184 |
| Sturbridge Diversified Private Equity Ii Master, Llc | Private Equity Fund | $140M | $0 | 2 |
| Sturbridge Diversified Private Equity Ii, Llc | Private Equity Fund | $40.8M | $0 | 60 |
| Sturbridge Diversified Private Equity I, Llc | Private Equity Fund | $13.9M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $1.4M (1% of AUM) Mar 2021
- Goldman Sachs $415K (0% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗