{"url":"https://nivawealth.com/firms/stonepeak-partners-159699","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159699","regulatoryAum":81908879915,"crd":"159699","secFileNumber":"801-73350","legalName":"Stonepeak Partners LP","displayName":"Stonepeak Partners","website":"http://www.stonepeak.com","linkedinUrl":"https://www.linkedin.com/company/stonepeakpartners/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"55 Hudson Yards, 550 W. 34th Street - 48th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10001"},"tradeNames":[],"registration":{"secApproved":"6 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":359,"advisory":186,"brokerDealerReps":25,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":81908879915,"discretionaryAccounts":125,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":38,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":121,"regulatoryAum":80934257604},{"label":"Other","clients":4,"regulatoryAum":974622311}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":886712868}],"custodyNote":"Stonepeak Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael Dorrell","title":"Chairman, Chief Executive Officer and Co-Founder","crd":"4477127"},{"name":"John Howell","title":"Co-President of Stonepeak Partners LP","crd":"5552807"},{"name":"Luke Taylor","title":"Co-President of Stonepeak Partners LP","crd":"5021029"},{"name":"Steven Mlynar","title":"Chief Financial Officer of Stonepeak Partners LP","crd":"5200474"},{"name":"Adrienne Saunders","title":"General Counsel, Chief Compliance Officer of Stonepeak Partners LP","crd":"6315499"},{"name":"Anthony Borreca","title":"Senior Managing Director of Stonepeak Partners LP","crd":"5381258"},{"name":"Michael Bricker","title":"Senior Managing Director of Stonepeak Partners LP","crd":"6066439"},{"name":"Zachary Feingold","title":"Senior Managing Director of Stonepeak Partners LP","crd":"6351634"},{"name":"Darren Keogh","title":"Senior Managing Director of Stonepeak Partners LP","crd":"7359053"},{"name":"Robinson Kupchak","title":"Senior Managing Director of Stonepeak Partners LP","crd":"4386258"},{"name":"Michael Leitner","title":"Senior Managing Director of Stonepeak Partners LP","crd":"2367242"},{"name":"Connor Lewis","title":"Senior Managing Director of Stonepeak Partners LP","crd":"5674976"},{"name":"Peng Li","title":"Senior Managing Director of Stonepeak Partners LP","crd":"4993813"},{"name":"Ryan Roberge","title":"Senior Managing Director of Stonepeak Partners LP","crd":"5171040"},{"name":"William Schleier","title":"Senior Managing Director of Stonepeak Partners LP","crd":"6085668"},{"name":"Daniel Schmitz","title":"Senior Managing Director of Stonepeak Partners LP","crd":"5823795"},{"name":"Phillip Solomond","title":"Senior Managing Director of Stonepeak Partners LP","crd":"4973843"},{"name":"John Steen","title":"Senior Managing Director of Stonepeak Partners LP","crd":"4549237"},{"name":"Andrew Thomas","title":"Senior Managing Director of Stonepeak Partners LP","crd":"7716231"},{"name":"Douglas Wallach","title":"Senior Managing Director of Stonepeak Partners LP","crd":"6649513"},{"name":"Nikolaus Woloszczuk","title":"Senior Managing Director of Stonepeak Partners LP","crd":"7531615"},{"name":"Brenden Woods","title":"Senior Managing Director of Stonepeak Partners LP","crd":"6229785"},{"name":"James Wyper","title":"Senior Managing Director of Stonepeak Partners LP","crd":"5810303"}],"ownership":[{"label":"Stonepeak Investment Holdings LP","detail":"Limited partner of adviser, stonepeak partners lp in the 5% to 10% ownership band, since November 2018."},{"label":"Stonepeak Partners Holdings LP","detail":"Limited partner of adviser, stonepeak partners lp in the 75% or more ownership band and a control person, since June 2023."},{"label":"Michael Dorrell","detail":"Indirect owner: a mr. dorrell is the sole member, and chairman, chief executive officer and co-founder, of stonepeak partners llc of Stonepeak Partners LLC in the 75% or more band and a control person, since October 2019. Also a mr. dorrell is the sole member of stonepeak holdings i llc which is a limited partner of stonepeak partners upper holdings lp of Stonepeak Holdings I LLC in the 75% or more band and a control person, since September 2016.","parent":"Stonepeak Partners LLC"},{"label":"Stonepeak GP Investment Holdings LLC","detail":"Indirect owner: general partner of stonepeak investment holdings lp of Stonepeak Investment Holdings LP, since August 2018.","parent":"Stonepeak Investment Holdings LP"},{"label":"Stonepeak Partners LLC","detail":"Indirect owner: general partner of stonepeak partners holdings lp of Stonepeak Partners Holdings LP and a control person, since June 2023.","parent":"Stonepeak Partners Holdings LP"},{"label":"Stonepeak Partners Upper Holdings LP","detail":"Indirect owner: a limited partner of stonepeak partners holdings lp of Stonepeak Partners Holdings LP in the 75% or more band and a control person, since June 2023.","parent":"Stonepeak Partners Holdings LP"},{"label":"Stonepeak Holdings I LLC","detail":"Indirect owner: a limited partner of stonepeak partners upper holdings lp of Stonepeak Partners Upper Holdings LP in the 50% to 75% band and a control person, since June 2023.","parent":"Stonepeak Partners Upper Holdings LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":10,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"55 Hudson Yards, 550 W. 34th Street - 48th Floor","city":"New York","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"600 Travis Street","city":"Houston"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"204 South Union Street","city":"Alexandria"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-907-5100","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":[{"label":"Non-investment grade corporate bonds","percent":17},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":79,"detail":"Includes Asset Backed Securities; Preferred Stock; Bank Loans; Privately Originated Debt Includes All Other Non-Cash and Non-Investment Related Financial Statement Line Items That Comprise the Remainder of Our Sma Client Reg Aum; Data Reported in This Chart Does Not Take Into Account Any Sma Client Unfunded Capital Commitments"}],"privateFunds":121},"sources":{"adv1FilingDate":"7 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159699/PDF/159699.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stonepeak Partners have?","answer":"Stonepeak Partners has 125 clients and manages $81.9 billion for them, as of April 2026. They include 121 pooled investment vehicles and 4 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stonepeak Partners offer?","answer":"Stonepeak 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":"Which custodians does Stonepeak Partners use?","answer":"Stonepeak Partners’ separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $886,712,868. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonepeak Partners have?","answer":"Stonepeak Partners has 0 investment adviser representatives registered with state securities authorities, out of 359 employees, and 186 perform investment advisory functions. 25 are registered representatives of a broker-dealer and 0 are 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":"What does Stonepeak Partners invest in?","answer":"At the end of its last fiscal year, Stonepeak Partners’ separately managed accounts held 79% includes asset backed securities; preferred stock; bank loans; privately originated debt includes all other non-cash and non-investment related financial statement line items that comprise the remainder of our sma client reg aum; data reported in this chart does not take into account any sma client unfunded capital commitments, 17% high-yield corporate bonds and 3% cash and equivalents. It advises 121 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stonepeak Partners?","answer":"Stonepeak Partners is owned through a chain of holding companies by Michael Dorrell and Stonepeak Holdings I LLC. Its direct owners are Stonepeak Investment Holdings LP (5% to 10%) and Stonepeak Partners Holdings LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stonepeak Partners get paid?","answer":"Stonepeak 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."}