STG Partners, LLC

RIASEC Registered
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 a privately owned investment adviser organized as an LLC and registered with the SEC since 2017. The firm operates primarily as a private equity manager and serves institutional clients, providing portfolio management for pooled investment vehicles. It functions in sponsor and general partner roles for those vehicles and uses a fee mix that includes a percentage of assets under management and performance-based fees. STG identifies as an active ESG investor, which suggests that environmental, social, and governance considerations are integrated into at least some aspects of manager selection, monitoring or capital deployment.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Stephen Henkenmeier

    Stephen Henkenmeier

    Managing Director, Chief Financial OfficerCRD 6154531

Contacts

3 of 4
  • William Chisholm

    William Chisholm

    Managing PartnerCRD 2166353

  • Johnie Treadwell

    Johnie Treadwell

    Managing DirectorCRD 6027610

  • Douglas Haines

    Douglas Haines

    Managing DirectorCRD 5085536

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth