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STG PARTNERS, LLC

CRD 291048File 801-112130
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.43B
Top 10% of cohort (national)
Discretionary AUM
$13.43B
Clients
25
25 accounts
Employees
87
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Dec 8, 2017
Principal office
1300 EL CAMINO REAL, SUITE 300, MENLO PARK, CA, 94025-4211
Phone
650-935-9500

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.43B
Discretionary AUM
$13.43B
Non-discretionary AUM
$0
Discretionary accounts
25
Non-discretionary accounts
0
Total accounts
25
AUM per client
$537.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles25$13.43B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SEE SCHEDULE D - MISCELLANEOUS
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.