STAPLE STREET CAPITAL

RIASEC RegisteredEst. 2014
Total AUM
$622M
Discretionary
$622M
100% of AUM
Avg account
$156M
Accounts
4
Employees
24
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
173785
Registered since
November 21, 2014
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

Staple Street Capital operates as a private equity sponsor and manager of pooled investment vehicles. Structured as a limited partnership and SEC-registered since 2014, the firm serves an institutional client base and performs portfolio management for its pooled funds while also acting as sponsor/GP for those vehicles. The business model centers on fund-level investing rather than acting as a broad capital allocator to outside strategies. Fee arrangements include percentage-of-AUM charges and performance-based fees. Staple Street Capital does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • STEVEN BURGERMEISTER

    Chief Financial OfficerCRD 7090505

Contacts

2 of 2
  • HOOTAN YAGHOOBZADEH

    Managing Partner & Co-FounderCRD 2815977

  • STEPHEN OWENS

    Co-Founder and ChairmanCRD 2250082

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

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
1290 Of Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth