Stonepeak Partners LP (New York)

Name: Stonepeak Partners LP
Address: 55 Hudson Yards, New York, NY, 10001
Telephone: 212-907-5100

Stonepeak Partners LP is a large advisory firm based in New York. It manages $15.62 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New York and Texas.

Stonepeak Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stonepeak Partners: assets under management

The assets under management (AUM) of Stonepeak Partners LP is $15.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1532% since the beginning of its operation, and $481.35 million of the total AUM is attributable to clients outside of the United States.

The firm manages $15.62 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $821.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stonepeak Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stonepeak Partners serves?

The only and largest group of clients of Stonepeak Partners is pooled investment vehicles with 19 clients and $15.62 billion of assets under management. Among the 8 most similar advisory firms, Stonepeak Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $15.62 billion for 19 clients. 5% of the firm’s clients are foreign persons or businesses.

Stonepeak Partners also advises several private funds. Namely, nineteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Stonepeak Partners LP

The company employs 50 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Brian Dorrell	Senior managing director, co-president; co-limited partner of adviser, stonepeak partners lp, 50% of lp interest	1 Mar 2011	25% - 50%	4477127
Trent Dean Vichie	Senior managing director, co-president; co-limited partner of adviser, stonepeak partners lp, 50% of lp interest	1 Mar 2011	25% - 50%	4267243
Stonepeak Partners Llc	General partner of the adviser, stonepeak partners lp	1 Mar 2011	Other	451217196
Stonepeak Advisors Holdings Llc	Sole member of relying advisor stonepeak advisors llc	1 Jul 2011	75% - 100%	37-1645802
Peter Michael Horoszko	Senior managing director, chief operating officer, cfo, chief compliance officer	1 Jul 2011	Other	6000147
Paul Andrew Minton	Chief financial officer	1 Dec 2013	Other	6284255
Adrienne Faye Saunders	General counsel, chief compliance officer	1 Mar 2014	Other	6315499
Peter James Bruce	Chief operating officer	1 Mar 2015	Other	5323630
Stonepeak Partners Lp	Sole member of relying advisor-stonepeak advisors ii llc	1 Jul 2015	75% - 100%	45-1218294
Stonepeak Holdings I Llc	Co-limited partner of adviser, stonepeak partners lp, 50% of lp interest	1 Sep 2016	25% - 50%	81-3352618
Stonepeak Holdings Ii Llc	Co-limited partner of adviser, stonepeak partners lp, 50% of lp interest	1 Sep 2016	25% - 50%	81-3352459
Stonepeak Partners Lp	Sole member of relying adviser-stonepeak advisors iii llc	1 Apr 2017	75% - 100%	45-1218294
Stonepeak Partners Lp	Sole member of relying adviser-stonepeak credit advisors llc	1 Aug 2017	75% - 100%	45-1218294
John Patrick Howell	Senior managing director; limited partner of adviser, stonepeak partners lp	1 Dec 2017	Other	5552807
Luke Richard Taylor	Senior managing director; limited partner of adviser, stonepeak partners lp	1 Jan 2018	Other	5021029
Brian Gerard Mcmullen	Senior managing director; limited partner of adviser, stonepeak partners lp	1 Jan 2018	Other	6933178
Stonepeak Investment Holdings Lp	Limited partner of adviser, stonepeak partners lp	1 Nov 2018	Other	83-2432079

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tiaa Stonepeak Investments Ii	Member of stonepeak advisors holdings llc	1 Aug 2011	25% - 50%	45-3030923
Teachers Insurance And Annuity Association Of America	Sole member of tiaa-stonepeak investments ii, llc	1 Aug 2011	25% - 50%	13-1624203
Michael Brian Dorrell	Mr. dorrell is the sole member of stonepeak holdings i llc which is a co-limited partner of the adviser, stonepeak partners lp	1 Sep 2016	75% - 100%	4477127
Trent Dean Vichie	Mr. vichie is the sole member of stonepeak holdings ii llc which is a co-limited partners of the adviser, stonepeak partners lp	1 Sep 2016	75% - 100%	4267243
Stonepeak Gp Investment Holdings Llc	General partner of stonepeak investment holdings lp	1 Aug 2018	Other	83-2442051

Based in New York

The principal office where Stonepeak Partners LP performs its advisory services is located at 55 Hudson Yards, New York, NY 10001, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-907-5100 or by fax 212-907-5101. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at stonepeakpartners.com.