STG PARTNERS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$13.4B
Discretionary
$13.4B
100% of AUM
Avg account
$537M
Accounts
25
Employees
87
Advisory reps
5

Firm details

Headquarters
MENLO PARK, California
CRD number
291048
Registered since
December 8, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

STG Partners, LLC is an SEC-registered limited liability company that operates as a private equity-oriented investment adviser and sponsor. Registered in 2017, the firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its ownership is listed as a mix of a domestic entity and individual owners, and the firm identifies itself as an active ESG investor. STG Partners functions in sponsor and general partner capacities for pooled funds and maintains affiliations consistent with being an investment adviser and sponsor. Fee arrangements include traditional percentage-of-AUM charges alongside performance-based fees and other supplemental fee structures appropriate for closed-end and pooled vehicles. The firm is classified as a private equity fund manager rather than a broad capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN HENKENMEIER

    Managing Director, Chief Financial OfficerCRD 6154531

Contacts

3 of 4
  • DOUGLAS HAINES

    Managing DirectorCRD 5085536

  • MARC BALA

    Managing DirectorCRD 6315291

  • JOHNIE TREADWELL

    Managing DirectorCRD 6027610

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth