Stg Partners, Llc
- Regulatory AUM
- $13.4B
- Discretionary
- $13.4B
- Clients
- 25
- Avg AUM / client
- $537M
- Accounts
- 25
- Employees
- 87
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 25 | $13.4B | 100.0% |
Private funds (19)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $12.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stg Vii A, L.P. | Private Equity Fund | Delaware | $2.8B | 128 |
| Stg Vii, L.P. | Private Equity Fund | Delaware | $1.8B | 76 |
| Stg Vi A, L.P. | Private Equity Fund | Delaware | $1.4B | 125 |
| Magenta Blocker Aggregator Lp | Private Equity Fund | Delaware | $1.1B | 227 |
| Stg V A, L.P. | Private Equity Fund | Delaware | $877M | 41 |
| Stg Vi, L.P. | Private Equity Fund | Delaware | $849M | 78 |
| Stg Mercury, L.P. | Private Equity Fund | Delaware | $730M | 954 |
| Magenta Unblocked Aggregator Lp | Private Equity Fund | Delaware | $688M | 224 |
| Stg Av, L.P. | Private Equity Fund | Delaware | $511M | 1,024 |
| Stg Allegro, L.P. | Private Equity Fund | Delaware | $435M | 53 |
| Stg Allegro A, L.P. | Private Equity Fund | Delaware | $365M | 54 |
| Stg V, L.P. | Private Equity Fund | Cayman Islands | $203M | 13 |
| Redstone Aggregator Lp | Private Equity Fund | Delaware | $126M | 42 |
| Stg Vii Executive Fund, L.P. | Private Equity Fund | Delaware | $79.1M | 59 |
| Stg Vi Executive Fund, L.P. | Private Equity Fund | Delaware | $78.7M | 64 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bala, Marc, Amiel | Managing Director | Nov 2017 (9y) | Less than 5% | |
| Chisholm, William, Francis | Managing Partner, Cio And Elected Manager | Nov 2017 (9y) | ≈ 28.13% – 75% via Stg Management Feeder, L.P. | |
| Haines, Douglas, Marshall | Managing Director, Coo | Nov 2017 (9y) | Less than 5% | |
| Henkenmeier, Stephen, Edward | Managing Director, Cfo, Cco | Nov 2017 (9y) | Less than 5% | |
| Treadwell, Johnie, Tristan | Managing Director | Nov 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stg Management Holdings, L.P. | Member | Sep 2021 | A | 75% or more |
| Stg Management Feeder, L.P. | Limited Partner | Sep 2021 | B | ≈ 56.25% – 100% via Stg Management Holdings, L.P. |
| Stg Holdings Ugp, Llc | General Partner | Sep 2021 | B | GP / trustee / elected manager of Stg Management Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chisholm, William, Francis: 50% – 75% of Stg Management Feeder, L.P. × 75% – 100% of Stg Management Holdings, L.P. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Stg Management Feeder, L.P.: 75% – 100% of Stg Management Holdings, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (19, $12.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stg Vii A, L.P. | Private Equity Fund | $2.8B | $20.0M | 128 |
| Stg Vii, L.P. | Private Equity Fund | $1.8B | $20.0M | 76 |
| Stg Vi A, L.P. | Private Equity Fund | $1.4B | $20.0M | 125 |
| Magenta Blocker Aggregator Lp | Private Equity Fund | $1.1B | $20.0M | 227 |
| Stg V A, L.P. | Private Equity Fund | $877M | $20.0M | 41 |
| Stg Vi, L.P. | Private Equity Fund | $849M | $20.0M | 78 |
| Stg Mercury, L.P. | Private Equity Fund | $730M | $20.0M | 954 |
| Magenta Unblocked Aggregator Lp | Private Equity Fund | $688M | $20.0M | 224 |
| Stg Av, L.P. | Private Equity Fund | $511M | $20.0M | 1,024 |
| Stg Allegro, L.P. | Private Equity Fund | $435M | $20.0M | 53 |
| Stg Allegro A, L.P. | Private Equity Fund | $365M | $20.0M | 54 |
| Stg V, L.P. | Private Equity Fund | $203M | $20.0M | 13 |
| Redstone Aggregator Lp | Private Equity Fund | $126M | $20.0M | 42 |
| Stg Vii Executive Fund, L.P. | Private Equity Fund | $79.1M | $500K | 59 |
| Stg Vi Executive Fund, L.P. | Private Equity Fund | $78.7M | $500K | 64 |
| Stg Warrior, L.P. | Private Equity Fund | $61.0M | $10.0M | 924 |
| Stg V Executive Fund, L.P. | Private Equity Fund | $42.7M | $500K | 22 |
| Stg Allegro Executive Fund, L.P. | Private Equity Fund | $41.0M | $500K | 67 |
| Stg Bravo, L.P. | Private Equity Fund | $35.8M | $10.0M | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗