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STG PARTNERS, LLC

MENLO PARK, CA · CRD 291048 · IAPD ↗ · stgpartners.com · 650-935-9500

$13.43BRegulatory AUM
87Advisory reps
87Employees
0Clients
n/aPlanning clients
25Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
October 2026 — STG PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
October 2026 — STG PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — STG PARTNERS, LLC grew from 70 to 88 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — STG PARTNERS, LLC grew from 56 to 70 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.