{"url":"https://nivawealth.com/firms/stg-partners-291048","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291048","regulatoryAum":13428232772,"crd":"291048","secFileNumber":"801-112130","legalName":"STG Partners, LLC","displayName":"STG Partners","website":"https://www.stgpartners.com","linkedinUrl":"https://www.linkedin.com/company/15562/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1300 El Camino Real, Suite 300","city":"Menlo Park","state":"CA","stateName":"California","country":"United States","postalCode":"94025-4211"},"tradeNames":[],"registration":{"secApproved":"8 December 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":87,"advisory":87,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13428232772,"discretionaryAccounts":25,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":8,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":25,"regulatoryAum":13428232772}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"STG Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marc Bala","title":"Managing Director","crd":"6315291"},{"name":"William Chisholm","title":"Managing Partner, CIO and Elected Manager","crd":"2166353"},{"name":"Douglas Haines","title":"Managing Director, COO","crd":"5085536"},{"name":"Stephen Henkenmeier","title":"Managing Director, CFO, CCO","crd":"6154531"},{"name":"Johnie Treadwell","title":"Managing Director","crd":"6027610"}],"ownership":[{"label":"STG Management Holdings, L.P.","detail":"Member in the 75% or more ownership band and a control person, since September 2021."},{"label":"STG Management Feeder, L.P.","detail":"Indirect owner: a limited partner of STG Management Holdings, L.P. in the 75% or more band and a control person, since September 2021.","parent":"STG Management Holdings, L.P."},{"label":"STG Holdings Ugp, LLC","detail":"Indirect owner: general partner of STG Management Holdings, L.P. and a control person, since September 2021. Also general partner of STG Management Feeder, L.P. and a control person, since September 2021.","parent":"STG Management Holdings, L.P."},{"label":"William Chisholm","detail":"Indirect owner: a limited partner of STG Management Feeder, L.P. in the 50% to 75% band and a control person, since September 2021.","parent":"STG Management Feeder, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1300 El Camino Real, Suite 300","city":"Menlo Park","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"114 Crosby ST","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-935-9500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":25},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/291048/PDF/291048.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does STG Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does STG Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does STG Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns STG Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does STG Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}