Clients
STG Partners serves 25 clients. The average client has about $537 million with the firm.
- Pooled investment vehicles25 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 25 | $13,428,232,772 | 100.0% | $537.1M |
| Total | 25 | $13,428,232,772 | 100% | $537.1M |
- Clients
- 25
- Regulatory AUM
- $13,428,232,772
- Share
- 100.0%
- Avg. per client
- $537.1M
Total
- Clients
- 25
- Regulatory AUM
- $13,428,232,772
- Share
- 100%
- Avg. per client
- $537.1M
What it does
STG Partners provides portfolio management for pooled vehicles and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
STG Partners advises 25 private funds.
100.0% of assets ($13.43B across 25 accounts) are managed with discretion. 8% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
STG Partners has custody of client assets.
- All other custodians$13.43B100%
Ownership and leadership
STG Management Holdings, L.P. owns 75% or more of STG Partners.
- Owns 75% or more of STG Partners, LLC
STG Management Holdings, L.P.
Control person · since September 2021
- Owns 75% or more of STG Management Holdings, L.P.
STG Management Feeder, L.P.
Control person · since September 2021
- Owns 50% to 75% of STG Management Feeder, L.P.
William Chisholm
Control person · since September 2021
STG Holdings Ugp, LLC
General partner · Control person · since September 2021
Leadership
- Marc BalaManaging Director
- William ChisholmManaging Partner, CIO and Elected Manager
- Douglas HainesManaging Director, COO
- Stephen HenkenmeierManaging Director, CFO, CCO
- Johnie TreadwellManaging Director
Staff
- 87 employees
- 87 in advisory functions
Fees
STG Partners is paid through a percentage of assets under management, performance-based fees and other.
STG Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, STG Partners has 3 offices, with 2 listed addresses across 2 states.
California · 1 listed address
- 1300 El Camino Real, Suite 300, Menlo ParkHQ
New York · 1 listed address
- 114 Crosby ST, New York
Registration details
- Legal name
- STG Partners, LLC
- Headquarters
- 1300 El Camino Real, Suite 300, Menlo Park, CA 94025-4211
- Phone
- 650-935-9500
- Website
- www.stgpartners.com
- SEC file
- 801-112130
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does STG Partners have?
STG Partners has 25 clients and manages $13.4 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does STG Partners offer?
STG Partners provides portfolio management for pooled vehicles and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does STG Partners have?
STG Partners has 0 investment adviser representatives registered with state securities authorities, out of 87 employees, and 87 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns STG Partners?
STG Partners is owned through a chain of holding companies by William Chisholm. Its direct owner is STG Management Holdings, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does STG Partners get paid?
STG Partners is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
