STONEPEAK

RIASEC RegisteredEst. 2012
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 a multi-strategy investment manager organized as a limited partnership and registered with the SEC since 2012. The firm serves institutional clients and concentrates on managing pooled investment vehicles across several alternative asset classes. Its activities span private equity, real estate, hedge strategies, securitized assets and venture capital, and it typically charges a combination of asset-based and performance-linked fees. Stonepeak describes itself as an active ESG investor and participates as a sponsor/GP and related market roles in addition to standard advisory functions.

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

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

2 of 2
  • MICHAEL DORRELL

    Chairman, CEO & Co-FounderCRD 4477127

  • ZACHARY FEINGOLD

    Chief Legal OfficerCRD 6351634

Contacts

3 of 21
  • Brenden Woods

    Senior Managing DirectorCRD 6229785

  • RYAN ROBERGE

    Senior Managing DirectorCRD 5171040

  • MICHAEL LEITNER

    Senior Managing DirectorCRD 2367242

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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

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