Stg Partners, LLC (Palo Alto)

Name: Stg Partners, LLC
Address: 428 University Avenue, Palo Alto, CA, 94301
Telephone: 650-935-9500

Stg Partners, LLC is a large advisory firm based in Palo Alto. It manages $1.16 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Stg Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stg Partners: assets under management

The assets under management (AUM) of Stg Partners, LLC is $1.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and $257.57 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.74 million each.

Stg Partners has custody of $1.16 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stg Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stg Partners serves?

The only and largest group of clients of Stg Partners is pooled investment vehicles with 3 clients and $1.16 billion of assets under management. Among the 10 most similar advisory firms, Stg Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.16 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Stg Partners also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $20,000,000.

Careers at Stg Partners, LLC

The company employs 27 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Francis Chisholm	Trustee of chisholm living trust u/a/d august 17, 2000	1 Aug 2000	Other	2166353
William Francis Chisholm	Managing partner and elected manager	1 Nov 2017	Other	2166353
Johnie Tristan Treadwell	Managing director	1 Nov 2017	Other	6027610
Douglas Marshall Haines	Managing director	1 Nov 2017	Other	5085536
Stephen E. Henkenmeier	Cfo, cco	1 Nov 2017	Other	6154531
Marc Bala	Managing director	1 Nov 2017	Other	6315291
2000 Chisholm Living Trust U/A/D/ August 17	Member	1 Nov 2017	75% - 100%	xxx-xx-xxxx

Based in Palo Alto

The principal office where Stg Partners, LLC performs its advisory services is located at 428 University Avenue, Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-935-9500 or by fax 650-935-9501. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at stgpartners.com.