STONEPEAK

STONEPEAK PARTNERS LP Legal Name

Adviser information for STONEPEAK 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 246
Investment Advisory/Research 125
Registered Broker-Dealer Representatives 13
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 80 $60.7B
Non-Discretionary 0 $0
Total 80 $60.7B

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 76 $59.5B
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 <5 $1.2B
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 31

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based feesADVISORY AFFILIATE, FUND (GP), RECEIVES PERFORMANCE BASED INCOME

Identifiers

SEC RIA File Number 801-73350
SEC ERA File Number 801-73350
SEC CIK Numbers None
SEC CRD Numbers 159699
Legal Entity Identifier 54930038HGRPX0ASN891

Principal Office

55 HUDSON YARDS
550 W. 34TH STREET - 48TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 212-907-5100, Fax: 212-907-5101

Chief Compliance Officer

ADRIENNE SAUNDERS
GENERAL COUNSEL
55 HUDSON YARDS
550 W. 34TH ST - 48TH FLOOR
NEW YORK
NY
United States
Tel: 212-907-5122
Fax: 212-907-5101
(Full email address available in API data)

Regulatory Contact

AVI BADASH
MANAGING DIRECTOR
55 HUDSON YARDS
550 W. 34TH - 48TH FLOOR
NEW YORK
NY
United States
Tel: 646-540-5244
Fax: 212-907-5101
(Full email address available in API data)

Industry Affiliates

STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial planners
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial planners
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial planners
STONEPEAK Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial planners
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONEPEAK SECURITIES LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SCF BERING (CO-INVEST) (EUR) HOLDINGS LP Hedge Fund $261.4M $0.0M 7
SCF CRANBERRY (CO-INVEST) HOLDINGS LP Hedge Fund $812.0M $0.0M 8
SIERRA NEVADA INVESTMENTS PARTNERS LP Private Equity Fund $84.2M $0.0M 2
SKYWALKER SIP LP Private Equity Fund $127.0M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND - L (SIDE CAR) LP Private Equity Fund $388.4M $0.0M 2
STONEPEAK ASIA INFRASTRUCTURE FUND (LUX) SCSP Private Equity Fund $79.9M $10.0M 16
STONEPEAK ASIA INFRASTRUCTURE FUND LP Private Equity Fund $758.3M $10.0M 24
STONEPEAK ASIA LIMESTONE (CO-INVEST) HOLDINGS LP Private Equity Fund $388.4M $0.0M 6
STONEPEAK ASIA RENEWABLES FUND - N (SIDE CAR) LP Private Equity Fund $0.0M $0.0M 1
STONEPEAK ASPEN (CO-INVEST) HOLDINGS LP Private Equity Fund $616.4M $0.0M 15
STONEPEAK CADENCE (CO-BIDDING) HOLDINGS LP Private Equity Fund $626.4M $0.0M 4
STONEPEAK CADENCE (CO-INVEST) HOLDINGS LP Private Equity Fund $235.6M $0.0M 14
STONEPEAK CLAREMONT (CO-INVEST) (AIV) HOLDINGS LP Private Equity Fund $17.2M $0.0M 2
STONEPEAK COLOGIX HOLDINGS (LUX) SCSP Private Equity Fund $253.7M $10.0M 8
STONEPEAK COLOGIX HOLDINGS LP Private Equity Fund $2,813.1M $0.0M 22
STONEPEAK COMMUNICATIONS HOLDINGS LP Private Equity Fund $264.0M $0.0M 9
STONEPEAK CONIFER INVESTMENT PARTNERS LP Hedge Fund $130.6M $0.0M 2
STONEPEAK COPERNICUS NV HOLDINGS LP Real Estate Fund $234.7M $0.0M 37
STONEPEAK CORE FUND - W (SIDE CAR) LP Private Equity Fund $9.2M $0.0M 3
STONEPEAK CORE FUND (A) LP Hedge Fund $391.4M $0.0M 2
STONEPEAK CORE FUND (B) LP Hedge Fund $96.9M $0.0M 6
STONEPEAK CORE FUND (C) LP Hedge Fund $404.0M $0.0M 9
STONEPEAK CORE FUND (LUX) SCSP Hedge Fund $31.0M $0.0M 5
STONEPEAK DIGITAL EDGE (CO-INVEST) HOLDINGS II LP Private Equity Fund $269.2M $0.0M 3
STONEPEAK DIGITAL EDGE (CO-INVEST) HOLDINGS LP Private Equity Fund $226.9M $0.0M 12
STONEPEAK DIGITAL INFRA FUND A (LUX) SCSP Private Equity Fund $24.6M $0.0M 2
STONEPEAK EVERGREEN INVESTMENT PARTNERS LP Private Equity Fund $323.4M $0.0M 2
STONEPEAK FERN INVESTMENTS PARTNERS LP Private Equity Fund $84.2M $0.0M 2
STONEPEAK FINLAND (CO-INVEST) HOLDINGS LP Private Equity Fund $106.4M $0.0M 10
STONEPEAK GLOBAL RENEWABLES FUND - V (SIDE CAR) LP Private Equity Fund $0.0M $0.0M 2
STONEPEAK GLOBAL RENEWABLES FUND (LUX) SCSP Private Equity Fund $344.5M $10.0M 36
STONEPEAK GLOBAL RENEWABLES FUND CO-INVEST (NY) L.P. Private Equity Fund $33.3M $0.0M 2
STONEPEAK GLOBAL RENEWABLES FUND LP Private Equity Fund $489.7M $10.0M 43
STONEPEAK GOLDEN ROOT PARTNERSHIP LP Private Equity Fund $288.3M $0.0M 2
STONEPEAK GUARDIAN (CO-INVEST) HOLDINGS LP Private Equity Fund $142.3M $0.0M 16
STONEPEAK INDIGO (CO-INVEST) HOLDINGS LP Private Equity Fund $539.4M $0.0M 12
STONEPEAK INFRASTRUCTURE CREDIT FUND I LP Private Equity Fund $59.4M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND - MASTER CO-INVESTMENT PARTNERS LP Private Equity Fund $1,085.3M $0.0M 13
STONEPEAK INFRASTRUCTURE FUND - W (SIDE CAR) LP Private Equity Fund $81.0M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND II - T (SIDE CAR) LP Private Equity Fund $61.4M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND II (AIV II CLAREMONT) LP Private Equity Fund $192.1M $0.0M 5
STONEPEAK INFRASTRUCTURE FUND II CO-INVESTORS (AIV II CLAREMONT) LP Private Equity Fund $346.3M $0.0M 3
STONEPEAK INFRASTRUCTURE FUND II LP Private Equity Fund $1,131.5M $10.0M 65
STONEPEAK INFRASTRUCTURE FUND III - S (SIDE CAR) LP Private Equity Fund $12.9M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND III LP Private Equity Fund $9,823.9M $10.0M 193
STONEPEAK INFRASTRUCTURE FUND IV - MASTER CO-INVESTMENT PARTNERS LP Private Equity Fund $96.1M $0.0M 8
STONEPEAK INFRASTRUCTURE FUND IV - N (SIDE CAR) LP Private Equity Fund $169.7M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND IV - R (SIDE CAR) LP Private Equity Fund $81.2M $0.0M 2
STONEPEAK INFRASTRUCTURE FUND IV - U (SIDE CAR) LP Private Equity Fund $82.1M $0.0M 4
STONEPEAK INFRASTRUCTURE FUND IV (LUX) SCSP Private Equity Fund $859.4M $10.0M 44
STONEPEAK INFRASTRUCTURE FUND IV LP Private Equity Fund $6,893.4M $10.0M 331
STONEPEAK INFRASTRUCTURE FUND LP Private Equity Fund $727.7M $10.0M 30
STONEPEAK INFRASTRUCTURE FUND V - N (SIDE CAR) LP Private Equity Fund $0.0M $0.0M 1
STONEPEAK INFRASTRUCTURE FUND V LP Private Equity Fund $0.0M $10.0M 22
STONEPEAK INFRASTRUSTURE FUND V (LUX) SCSP Private Equity Fund $0.0M $10.0M 15
STONEPEAK KENTUCKY (CO-INVEST) HOLDINGS LP Private Equity Fund $85.3M $0.0M 5
STONEPEAK KEYSTONE (CO-INVEST) HOLDINGS LP Private Equity Fund $33.8M $0.0M 3
STONEPEAK MADISON (CO-INVEST) HOLDINGS LP Private Equity Fund $0.3M $0.0M 2
STONEPEAK OCEANVIEW (CO-INVEST) FUND LP Private Equity Fund $85.3M $0.0M 3
STONEPEAK OMNI HOLDINGS LP Private Equity Fund $1.0M $0.0M 3
STONEPEAK OPPORTUNITIES FUND - W (SIDE CAR) LP Private Equity Fund $0.0M $0.0M 1
STONEPEAK OPPORTUNITIES FUND (LUX) SCSP Private Equity Fund $56.8M $10.0M 19
STONEPEAK OPPORTUNITIES FUND LP Private Equity Fund $351.0M $10.0M 58
STONEPEAK PATAGONIA (CO-INVEST) HOLDINGS II LP Private Equity Fund $12.7M $0.0M 2
STONEPEAK PATAGONIA (CO-INVEST) HOLDINGS III LP Private Equity Fund $0.0M $0.0M 13
STONEPEAK PATAGONIA (CO-INVEST) HOLDINGS LP Private Equity Fund $653.9M $0.0M 24
STONEPEAK PUMA (CO-INVEST) HOLDINGS LP Private Equity Fund $494.1M $0.0M 26
STONEPEAK REAL ESTATE AMICUS (CO-INVEST) HOLDINGS LP Real Estate Fund $0.0M $0.0M 4
STONEPEAK REAL ESTATE PARTNERS - MASTER CO-INVESTMENT PARTNERS LP Real Estate Fund $0.0M $0.0M 3
STONEPEAK REAL ESTATE PARTNERS - MERLION (SIDE CAR) LP Real Estate Fund $0.0M $0.0M 3
STONEPEAK REAL ESTATE PARTNERS LP Real Estate Fund $41.6M $0.0M 13
STONEPEAK SCREWDRIVER (CO-INVEST) HOLDINGS LP Private Equity Fund $0.1M $0.0M 13
STONEPEAK SPEAR (CO-INVEST) HOLDINGS LP Private Equity Fund $626.9M $0.0M 18
STONEPEAK TIGER (CO-INVEST) HOLDINGS (I-B) LP Private Equity Fund $1,634.4M $0.0M 45
STONEPEAK TRAIL BLAZER INVESTMENT PARTNERS LP Private Equity Fund $80.2M $0.0M 2
STONEPEAK ZENO HOLDINGS (CYM) LP Private Equity Fund $0.0M $0.0M 1
STONEPEAK ZENO HOLDINGS (LUX) SCSP Private Equity Fund $0.0M $0.0M 0
TRG PREFERRED HOLDINGS LP Private Equity Fund $0.8M $0.0M 15

Control Persons

Name Type Entity Title Since Ownership
DORRELL, MICHAEL, BRIAN Individual CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO-FOUNDER 10/2019 < 5%
STONEPEAK PARTNERS LLC Domestic Entity GENERAL PARTNER OF THE ADVISER, STONEPEAK PARTNERS LP 03/2011 < 5%
DORRELL, MICHAEL, BRIAN Individual STONEPEAK PARTNERS LLC MR. DORRELL IS THE SOLE MEMBER, AND CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO-FOUNDER, OF STONEPEAK PARTNERS LLC 10/2019 > 75%
SAUNDERS, ADRIENNE, FAYE Individual GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER OF STONEPEAK PARTNERS LP 03/2014 < 5%
BRUCE, PETER, J Individual HEAD OF BUSINESS DEVELOPMENT, CHIEF ADMINISTRATION OFFICER OF STONEPEAK PARTNERS LP 01/2024 < 5%
DORRELL, MICHAEL, BRIAN Individual STONEPEAK HOLDINGS I LLC MR. DORRELL IS THE SOLE MEMBER OF STONEPEAK HOLDINGS I LLC WHICH IS A LIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LP 09/2016 > 75%
HOWELL, JOHN, PATRICK Individual CO-PRESIDENT OF STONEPEAK PARTNERS LP 01/2024 < 5%
TAYLOR, LUKE, RICHARD Individual CO-PRESIDENT OF STONEPEAK PARTNERS LP 01/2024 < 5%
STONEPEAK INVESTMENT HOLDINGS LP Domestic Entity LIMITED PARTNER OF ADVISER, STONEPEAK PARTNERS LP 11/2018 5-10%
STONEPEAK GP INVESTMENT HOLDINGS LLC Domestic Entity STONEPEAK INVESTMENT HOLDINGS LP GENERAL PARTNER OF STONEPEAK INVESTMENT HOLDINGS LP 08/2018
WYPER, JAMES, P Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2020 < 5%
Woods, Brenden Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2021 < 5%
SCHMITZ, DANIEL, JACOB Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2021 < 5%
KEOGH, DARREN, STEPHEN Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2021 < 5%
KUPCHAK, ROBINSON, KUALI'I Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 09/2021 < 5%
BORRECA, ANTHONY Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2022 < 5%
LI, PENG Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2022 < 5%
SOLOMOND, PHILLIP Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2022 < 5%
WOLOSZCZUK, NIKOLAUS, JAKOB Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 12/2021 < 5%
BRICKER, MICHAEL, STEVEN Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2023 < 5%
WONG, DANIEL Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 04/2022 < 5%
THOMAS, ANDREW, NESBITT Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2023 < 5%
STONEPEAK PARTNERS HOLDINGS LP Domestic Entity LIMITED PARTNER OF ADVISER, STONEPEAK PARTNERS LP 06/2023 > 75%
STONEPEAK PARTNERS LLC Domestic Entity STONEPEAK PARTNERS HOLDINGS LP GENERAL PARTNER OF STONEPEAK PARTNERS HOLDINGS LP 06/2023
STONEPEAK PARTNERS UPPER HOLDINGS LP Domestic Entity STONEPEAK PARTNERS HOLDINGS LP LIMITED PARTNER OF STONEPEAK PARTNERS HOLDINGS LP 06/2023 > 75%
STONEPEAK HOLDINGS I LLC Domestic Entity STONEPEAK PARTNERS UPPER HOLDINGS LP LIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LP 06/2023 25-50%
MLYNAR, STEVEN, BRETT Individual CHIEF FINANCIAL OFFICER OF STONEPEAK PARTNERS LP 01/2024 < 5%
Wallach, Douglas Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2024 < 5%
LEITNER, MICHAEL, ERIC Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 04/2023 < 5%
ROBERGE, RYAN, MICHAEL Individual SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP 01/2024 < 5%

No. Employees, Historic

3001500201920202021202220232024202550 on 5/24/201950 on 6/19/201950 on 11/21/201950 on 11/21/201965 on 3/31/202098 on 3/31/202198 on 4/7/202198 on 7/6/202198 on 10/13/202198 on 2/18/2022151 on 3/31/2022151 on 3/31/2022151 on 6/29/2022151 on 12/19/2022189 on 3/31/2023189 on 4/28/2023189 on 7/26/2023189 on 10/3/2023189 on 12/6/2023189 on 12/12/2023189 on 1/30/2024246 on 3/29/2024

RAUM, Historic

70B35B0201920202021202220232024202515615386914 on 5/24/201915615386914 on 6/19/201915615386914 on 11/21/201915615386914 on 11/21/201918197111982 on 3/31/202032227579751 on 3/31/202132227579751 on 4/7/202132227579751 on 7/6/202132227579751 on 10/13/202132227579751 on 2/18/202246397823690 on 3/31/202246397823690 on 3/31/202246397823690 on 6/29/202246397823690 on 12/19/202253424240072 on 3/31/202353424240072 on 4/28/202353424240072 on 7/26/202353424240072 on 10/3/202354440191242 on 12/6/202354440191242 on 12/12/202354440191242 on 1/30/202460700123808 on 3/29/2024

No. Clients, Historic

80400201920202021202220232024202519 on 5/24/201919 on 6/19/201919 on 11/21/201919 on 11/21/201924 on 3/31/202036 on 3/31/202136 on 4/7/202136 on 7/6/202136 on 10/13/202136 on 2/18/202247 on 3/31/202247 on 3/31/202247 on 6/29/202247 on 12/19/202269 on 3/31/202369 on 4/28/202369 on 7/26/202369 on 10/3/202367 on 12/6/202367 on 12/12/202367 on 1/30/202480 on 3/29/2024