Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Stonepeak
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
STONEPEAK PARTNERS HOLDINGS LPDirect owner · Schedule AInterest in STONEPEAK
75%+
STONEPEAK INVESTMENT HOLDINGS LPDirect owner · Schedule AInterest in STONEPEAK
5% to < 10%
STONEPEAK PARTNERS LLCDirect owner · Schedule AInterest in STONEPEAK
< 5%
MICHAEL BRIAN DORRELLIndirect owner · Schedule BInterest in STONEPEAK PARTNERS LLC
75%+
MICHAEL BRIAN DORRELLIndirect owner · Schedule BInterest in STONEPEAK HOLDINGS I LLC
75%+
STONEPEAK PARTNERS UPPER HOLDINGS LPIndirect owner · Schedule BInterest in STONEPEAK PARTNERS HOLDINGS LP
75%+
STONEPEAK HOLDINGS I LLCIndirect owner · Schedule BInterest in STONEPEAK PARTNERS UPPER HOLDINGS LP
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Stonepeak.
Reported ownership and control details
Form ADV · Filing date 2026-10-05 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | MICHAEL BRIAN DORRELLCHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO-FOUNDERIndividual | STONEPEAK | Less than 5%Code NA | Yes | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO-FOUNDER10/2019 | Schedule APDF page 621 |
| 2 | STONEPEAK PARTNERS LLCGENERAL PARTNER OF THE ADVISER, STONEPEAK PARTNERS LPDomestic entity | STONEPEAK | Less than 5%Code NA | Yes | GENERAL PARTNER OF THE ADVISER, STONEPEAK PARTNERS LP03/2011 | Schedule APDF page 621 |
| 3 | ADRIENNE FAYE SAUNDERSGENERAL COUNSEL, CHIEF COMPLIANCE OFFICER OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | Yes | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER OF STONEPEAK PARTNERS LP03/2014 | Schedule APDF page 621 |
| 4 | JOHN PATRICK HOWELLCO-PRESIDENT OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | Yes | CO-PRESIDENT OF STONEPEAK PARTNERS LP01/2024 | Schedule APDF page 621 |
| 5 | LUKE RICHARD TAYLORCO-PRESIDENT OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | Yes | CO-PRESIDENT OF STONEPEAK PARTNERS LP01/2024 | Schedule APDF page 621 |
| 6 | STONEPEAK INVESTMENT HOLDINGS LPLIMITED PARTNER OF ADVISER, STONEPEAK PARTNERS LPDomestic entity | STONEPEAK | 5% to less than 10%Code A | No | LIMITED PARTNER OF ADVISER, STONEPEAK PARTNERS LP11/2018 | Schedule APDF page 621 |
| 7 | JAMES P WYPERSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2020 | Schedule APDF page 621 |
| 8 | Brenden WoodsSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2021 | Schedule APDF page 621 |
| 9 | DANIEL JACOB SCHMITZSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2021 | Schedule APDF page 621 |
| 10 | DARREN STEPHEN KEOGHSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2021 | Schedule APDF page 621 |
| 11 | ROBINSON KUALI'I KUPCHAKSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP09/2021 | Schedule APDF page 621 |
| 12 | ANTHONY BORRECASENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2022 | Schedule APDF page 621 |
| 13 | PENG LISENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2022 | Schedule APDF page 621 |
| 14 | PHILLIP SOLOMONDSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2022 | Schedule APDF page 621 |
| 15 | NIKOLAUS JAKOB WOLOSZCZUKSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP12/2021 | Schedule APDF page 621 |
| 16 | MICHAEL STEVEN BRICKERSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2023 | Schedule APDF page 621 |
| 17 | ANDREW NESBITT THOMASSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2023 | Schedule APDF page 621 |
| 18 | STONEPEAK PARTNERS HOLDINGS LPLIMITED PARTNER OF ADVISER, STONEPEAK PARTNERS LPDomestic entity | STONEPEAK | 75% or moreCode E | Yes | LIMITED PARTNER OF ADVISER, STONEPEAK PARTNERS LP06/2023 | Schedule APDF page 621 |
| 19 | STEVEN BRETT MLYNARCHIEF FINANCIAL OFFICER OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER OF STONEPEAK PARTNERS LP01/2024 | Schedule APDF page 621 |
| 20 | Douglas WallachSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2024 | Schedule APDF page 621 |
| 21 | MICHAEL ERIC LEITNERSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP04/2023 | Schedule APDF page 621 |
| 22 | RYAN MICHAEL ROBERGESENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2024 | Schedule APDF page 621 |
| 23 | ZACHARY A. FEINGOLDSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP02/2025 | Schedule APDF page 621 |
| 24 | CONNOR ANDREW LEWISSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2026 | Schedule APDF page 621 |
| 25 | JOHN T STEENSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP04/2025 | Schedule APDF page 621 |
| 26 | WILLIAM ERICH SCHLEIERSENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LPIndividual | STONEPEAK | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP01/2026 | Schedule APDF page 621 |
| 27 | MICHAEL BRIAN DORRELLMR. DORRELL IS THE SOLE MEMBER, AND CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO- FOUNDER, OF STONEPEAK PARTNERS LLCIndividual | STONEPEAK PARTNERS LLC | 75% or moreCode E | Yes | MR. DORRELL IS THE SOLE MEMBER, AND CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO- FOUNDER, OF STONEPEAK PARTNERS LLC10/2019 | Schedule BPDF page 622 |
| 28 | MICHAEL BRIAN DORRELLMR. DORRELL IS THE SOLE MEMBER OF STONEPEAK HOLDINGS I LLC WHICH IS A LIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LPIndividual | STONEPEAK HOLDINGS I LLC | 75% or moreCode E | Yes | MR. DORRELL IS THE SOLE MEMBER OF STONEPEAK HOLDINGS I LLC WHICH IS A LIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LP09/2016 | Schedule BPDF page 622 |
| 29 | STONEPEAK GP INVESTMENT HOLDINGS LLCGENERAL PARTNER OF STONEPEAK INVESTMENT HOLDINGS LPDomestic entity | STONEPEAK INVESTMENT HOLDINGS LP | Percentage not specifiedCode F | No | GENERAL PARTNER OF STONEPEAK INVESTMENT HOLDINGS LP08/2018 | Schedule BPDF page 622 |
| 30 | STONEPEAK PARTNERS LLCGENERAL PARTNER OF STONEPEAK PARTNERS HOLDINGS LPDomestic entity | STONEPEAK PARTNERS HOLDINGS LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER OF STONEPEAK PARTNERS HOLDINGS LP06/2023 | Schedule BPDF page 622 |
| 31 | STONEPEAK PARTNERS UPPER HOLDINGS LPLIMITED PARTNER OF STONEPEAK PARTNERS HOLDINGS LPDomestic entity | STONEPEAK PARTNERS HOLDINGS LP | 75% or moreCode E | Yes | LIMITED PARTNER OF STONEPEAK PARTNERS HOLDINGS LP06/2023 | Schedule BPDF page 622 |
| 32 | STONEPEAK HOLDINGS I LLCLIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LPDomestic entity | STONEPEAK PARTNERS UPPER HOLDINGS LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LP06/2023 | Schedule BPDF page 622 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 4/7/2026 10:06:23 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.