Firm profile

STG PARTNERS, LLC

MENLO PARK, CACRD 291048Latest ADV March 31, 2026

Stg Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 31, 2026, reports $13.4B in regulatory assets under management, 87 employees, 2 offices, and 25 accounts.

Assets Under Management
$13.4B
Employees
87
Offices
2 offices
Total Clients
25
Primary office
MENLO PARK, CA
1300 EL CAMINO REAL, SUITE 300, MENLO PARK, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOStephen E. Henkenmeier
CFOStephen E. Henkenmeier
COODouglas M. Haines

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
25

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$13.4Bas of March 31, 2026
Discretionary100.0%
$13.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$13.4B
Total Accounts25
10Y AUM Change+$13.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees87
Clients per Employee0:1
10Y Employee Change+64 (+278.3%)

* 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.