SourcingSourcing

STG PARTNERS, LLC

C22
CRD 291048·SEC 801-112130·MENLO PARK, CA
AUM
$13.43B
$1B+
Est. Revenue
$134.3M
@ 1% on AUM
Est. EBITDA
$40.3M
@ 30% margin
Est. Deal Value
$322.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STG PARTNERS, LLC
CRD
291048
SEC file #
801-112130
EIN
—
DBA names
—

Economics

AUM
$13.43B
AUM band
$1B+
AUM trajectory
'20'26
$1.16B → $13.43B▲ +1057%
Client mix
Pooled Investment Vehicles25

Operations

Employees (total)
87
Advisory staff (per ADV)
87
Advisory staff (5-yr trend)
'20'26
17 advisors → 87 advisors▲ +412%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
stgpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STG MANAGEMENT HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
STG MANAGEMENT HOLDINGS, L.P.
BALA, MARC, AMIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STGPARTNERS.COM
Rdap Domain Creation Date
2011-05-25T04:35:46Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Goldman Sachs8
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-25T04:35:46Z
Rdap Domain Last Changed
2025-04-25T15:29:19Z
Rdap Nameservers
Lady.ns.cloudflare.comLouis.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
BALA, MARC, AMIEL
Executive Officer · 2.5%
6315291
CHISHOLM, WILLIAM, FRANCIS
Executive Officer · 2.5%
2166353
HAINES, DOUGLAS, MARSHALL
Executive Officer · 2.5%
5085536
HENKENMEIER, STEPHEN, EDWARD
Executive Officer · 2.5%
6154531
TREADWELL, JOHNIE, TRISTAN
Executive Officer · 2.5%
6027610