STG PARTNERS, LLC
Adviser information for STG PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 70 |
|---|---|
| Investment Advisory/Research | 70 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $11.7B |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $11.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 19 | $11.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 11 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
Identifiers
| SEC RIA File Number | 801-112130 |
|---|---|
| SEC ERA File Number | 801-112130 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291048 |
| Legal Entity Identifier | None |
Principal Office
1300 EL CAMINO REAL, SUITE 300MENLO PARK
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 650-935-9500, Fax: None
Chief Compliance Officer
STEPHEN E. HENKENMEIER
CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR
1300 EL CAMINO REAL, SUITE 300
MENLO PARK
CA
United States
Tel:
650-935-9500
S****@**************M
(Full email address available in API data)
Regulatory Contact
CINDY MUNN
VP FINANCE
1300 EL CAMINO REAL, SUITE 300
MENLO PARK
CA
United States
Tel:
650-935-9500
C****@**************M
(Full email address available in API data)
Industry Affiliates
| MAGENTA BLOCKER AGGREGATOR GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| MAGENTA UNBLOCKED AGGREGATOR GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| REDSTONE GP AGGREGATOR, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STG ALLEGRO GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG AV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG BRAVO GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG MERCURY GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG V GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG VI GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG VII GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STG WARRIOR GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| SYMPHONY TECHNOLOGY GROUP, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MAGENTA BLOCKER AGGREGATOR LP | Private Equity Fund | $1,051.0M | $20.0M | 227 |
| MAGENTA UNBLOCKED AGGREGATOR LP | Private Equity Fund | $687.7M | $20.0M | 224 |
| REDSTONE AGGREGATOR LP | Private Equity Fund | $125.9M | $20.0M | 42 |
| STG ALLEGRO EXECUTIVE FUND, L.P. | Private Equity Fund | $41.0M | $0.5M | 67 |
| STG ALLEGRO-A, L.P. | Private Equity Fund | $365.4M | $20.0M | 54 |
| STG ALLEGRO, L.P. | Private Equity Fund | $434.9M | $20.0M | 53 |
| STG AV, L.P. | Private Equity Fund | $510.8M | $20.0M | 1024 |
| STG BRAVO, L.P. | Private Equity Fund | $35.8M | $10.0M | 24 |
| STG MERCURY, L.P. | Private Equity Fund | $730.2M | $20.0M | 954 |
| STG V EXECUTIVE FUND, L.P. | Private Equity Fund | $42.7M | $0.5M | 22 |
| STG V-A, L.P. | Private Equity Fund | $876.9M | $20.0M | 41 |
| STG V, L.P. | Private Equity Fund | $203.3M | $20.0M | 13 |
| STG VI EXECUTIVE FUND, L.P. | Private Equity Fund | $78.7M | $0.5M | 64 |
| STG VI-A, L.P. | Private Equity Fund | $1,405.0M | $20.0M | 125 |
| STG VI, L.P. | Private Equity Fund | $849.1M | $20.0M | 78 |
| STG VII EXECUTIVE FUND, L.P. | Private Equity Fund | $79.1M | $0.5M | 59 |
| STG VII-A, L.P. | Private Equity Fund | $2,789.5M | $20.0M | 128 |
| STG VII, L.P. | Private Equity Fund | $1,830.3M | $20.0M | 76 |
| STG WARRIOR, L.P. | Private Equity Fund | $61.0M | $10.0M | 924 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHISHOLM, WILLIAM, FRANCIS | Individual | – | MANAGING PARTNER, CIO AND ELECTED MANAGER | 11/2017 | < 5% |
| TREADWELL, JOHNIE, TRISTAN | Individual | – | MANAGING DIRECTOR | 11/2017 | < 5% |
| HAINES, DOUGLAS, MARSHALL | Individual | – | MANAGING DIRECTOR, COO | 11/2017 | < 5% |
| HENKENMEIER, STEPHEN, EDWARD | Individual | – | MANAGING DIRECTOR, CFO, CCO | 11/2017 | < 5% |
| BALA, MARC, AMIEL | Individual | – | MANAGING DIRECTOR | 11/2017 | < 5% |
| STG MANAGEMENT HOLDINGS, L.P. | Domestic Entity | – | MEMBER | 09/2021 | > 75% |
| STG MANAGEMENT FEEDER, L.P. | Domestic Entity | STG MANAGEMENT HOLDINGS, L.P. | LIMITED PARTNER | 09/2021 | > 75% |
| STG HOLDINGS UGP, LLC | Domestic Entity | STG MANAGEMENT HOLDINGS, L.P. | GENERAL PARTNER | 09/2021 | |
| STG HOLDINGS UGP, LLC | Domestic Entity | STG MANAGEMENT FEEDER, L.P. | GENERAL PARTNER | 09/2021 | |
| CHISHOLM, WILLIAM, FRANCIS | Individual | STG MANAGEMENT FEEDER, L.P. | LIMITED PARTNER | 09/2021 | 50-75% |