Stonepeak

RIASEC Registered
Total AUM
$81.9B
Discretionary
$81.9B
100% of AUM
Avg account
$655M
Accounts
125
Employees
359
Advisory reps
23

Firm details

Headquarters
New York, New York
CRD number
159699
Registered since
March 6, 2012
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles98.81%
  • Other1.19%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stonepeak is organized as a limited partnership and operates as a multifaceted alternative asset manager serving institutional clients. The firm is registered with the SEC (registered in 2012) and focuses on portfolio management for pooled investment vehicles. Its business spans private equity, real estate, securitized assets, hedge funds and venture capital, and it uses a mix of percentage-of-AUM and performance-based fee arrangements. Stonepeak identifies as an active ESG investor and maintains industry relationships that include broker‑dealers, other advisers, CPO/CTAs, insurance companies and sponsor/GP roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 79%, Non-Investment Grade Corp Bonds 17%, Cash & Cash Equivalents 3%79%
  • Other79%
  • Non-Investment Grade Corp Bonds17%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Zachary Feingold

    Zachary Feingold

    Chief Legal OfficerCRD 6351634

  • Michael Dorrell

    Michael Dorrell

    Chairman, CEO & Co-FounderCRD 4477127

  • Steven Mlynar

    CFO, Senior Managing DirectorCRD 5200474

Contacts

3 of 20
  • Michael Leitner

    Michael Leitner

    Senior Managing DirectorCRD 2367242

  • Adrienne Saunders

    Senior Managing DirectorCRD 6315499

  • John Howell

    John Howell

    Senior Managing DirectorCRD 5552807

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
55 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth