Stg Partners, LLC
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Overview
Stg Partners, LLC operates as an advisory firm based in Menlo Park, California. It manages $10.3 billion in assets throughout 16 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 56 financial advisors. Stg Partners, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Stg Partners, LLC oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without requiring the customer's consent. The advisory firm manages about $644.0 million in assets for each account. An average advisor at Stg Partners, LLC administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's central office is located at 1300 El Camino Real, Suite 300, Menlo Park, California 94025-4211. Stg Partners, LLC is registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stg Partners, LLC by the Numbers
$10.3 billion
56
16
$644.0 million
Fee Structure
Financial management fees typically are based on the financial services offered. Fee types billed by the firm can be comprised of any blend of the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 16 accounts, Stg Partners, LLC's largest client by number of accounts is pooled investment vehicles. Around 13% of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stg Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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