STP INVESTMENT PARTNERS, LLC

Adviser information for STP INVESTMENT PARTNERS, LLC last updated from Form ADV on March 31st, 2023. 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 Pennsylvania, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 No

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 0 $0
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 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-119075
SEC ERA File Number 802-119075
SEC CIK Numbers 1788954
SEC CRD Numbers 306086
Legal Entity Identifier 549300XK2GSIR4F2BQ67

Principal Office

44 WEST GAY STREET
SUITE 300
WEST CHESTER
PA
United States
Monday - Friday, 9-5
Tel: 610-363-5684, Fax: None

Chief Compliance Officer

DONALD I. O'HARA
CHIEF COMPLIANCE OFFICER
44 WEST GAY STREET
SUITE 300
WEST CHESTER
PA
United States
Tel: 267-597-3849
(Full email address available in API data)

Industry Affiliates

ALPHAONE SATORI MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
PENNHAVEN BROKERAGE PARTNERS, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SATORI FUND II, L.P. Hedge Fund $9.6M $0.3M 44
SATORI MASTER FUND LTD. Hedge Fund $99.4M $0.5M 54

Control Persons

Name Type Entity Title Since Ownership
OHARA, DONALD, IRVING Individual CHIEF COMPLIANCE OFFICER 11/2019 < 5%
Murray, Patrick, William Individual DIRECTOR 11/2019 < 5%
PINNACLE ACQUISITIONCO, LLC Domestic Entity MEMBER 03/2022 > 75%
PINNACLE ULTIMATE HOLDINGS, LLC Domestic Entity PINNACLE ACQUISITIONCO, LLC MEMBER 03/2022 > 75%
LM PINNACLE HOLDINGS, LLC Domestic Entity PINNACLE ULTIMATE HOLDINGS, LLC MEMBER 03/2022 50-75%
PINNACLE MANAGEMENT, LLC Domestic Entity PINNACLE ULTIMATE HOLDINGS, LLC MEMBER 03/2022 25-50%
LOVELL MINNICK EQUITY PARTNERS V LP Domestic Entity LM PINNACLE HOLDINGS, LLC MEMBER 01/2022 50-75%
LM PINNACLE INVESTMENT HOLDINGS V-A INC Domestic Entity LM PINNACLE HOLDINGS, LLC MEMBER 01/2022 25-50%
LM PINNACLE INTERMEDIATE CO. LP Domestic Entity LM PINNACLE INVESTMENT HOLDINGS V-A INC SHAREHOLDER 01/2022 > 75%
LOVELL MINNICK EQUITY PARTNERS V-A LP Domestic Entity LM PINNACLE INTERMEDIATE CO. LP LIMITED PARTNER 01/2022 > 75%
LOVELL MINNICK EQUITY ADVISORS V LP Domestic Entity LM PINNACLE INTERMEDIATE CO. LP GENERAL PARTNER 01/2022
LOVELL MINNICK EQUITY ADVISORS V LP Domestic Entity LOVELL MINNICK EQUITY PARTNERS V LP GENERAL PARTNER 08/2018
LOVELL MINNICK EQUITY ADVISORS V LP Domestic Entity LOVELL MINNICK EQUITY PARTNERS V-A LP GENERAL PARTNER 08/2018
FUND V UGP LLC Domestic Entity LOVELL MINNICK EQUITY ADVISORS V LP GENERAL PARTNER 08/2018
LOVELL MINNICK PARTNERS LLC Domestic Entity FUND V UGP LLC MANAGING MEMBER 08/2018 > 75%

No. Employees, Historic

000202020212022202320240 on 6/17/20200 on 6/30/20200 on 7/16/20200 on 3/24/20210 on 7/7/20210 on 3/22/20220 on 10/20/20220 on 12/2/20220 on 3/31/2023