STONEPEAK
Latest filing: Mar 31, 2025 (57 days ago)
AUM
$70,697,882,409
16% change vs. 1 year ago
52% change vs. 3 years ago
289% change vs. 5 years ago
3666% change vs. 10 years ago
Employee Count
298
21% change vs. 1 year ago
97% change vs. 3 years ago
358% change vs. 5 years ago
1887% change vs. 10 years ago
Main Office
NEW YORK, NY
55 HUDSON YARDS, NEW YORK, NY, UNITED STATES, 10001
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $70.7 |
| Non-Discretionary | $0.0 |
| Total | $70.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $69.4 |
| Institutional | $1.3 |
| Total | $70.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 11% | $0.1 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 9% | $0.1 |
| Cash | 1% | $0.0 |
| Other | 78% | $1.0 |
| Total | 99% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STONEPEAK OPPORTUNITIES FUND ASSOCIATES AIV-CA LLC | $0.0 | - | |
| STONEPEAK ASSOCIATES V (LUX) S.À R.L. | $0.0 | - | |
| STONEPEAK CORE FUND ASSOCIATES (CYM) LP | $0.0 | - | |
| STONEPEAK ZENO ASSOCIATES (CYM) LP | $0.0 | - | |
| STONEPEAK ASSOCIATES V LP | $0.0 | - | |
| STONEPEAK SECURITIES LLC | $0.0 | broker-dealer | 316392 |
| STONEPEAK INFRASTRUCTURE FUND IV CAYMAN LP | $0.0 | - | |
| STONEPEAK COLOGIX FUND ASSOCIATES (LUX) S.A.R.L | $0.0 | - | |
| STONEPEAK CORE FUND ASSOCIATES LP | $0.0 | - | |
| STONEPEAK GP COPERNICUS NV HOLDINGS LLC | $0.0 | - | |
| STONEPEAK CORE FUND ASSOCIATES (LUX) S.A.R.L. | $0.0 | - | |
| STONEPEAK REAL ESTATE ASSOCIATES LP | $0.0 | - | |
| STONPEAK GP OMNI HOLDINGS LLC | $0.0 | - | |
| STONEPEAK ASIA FUND ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK FERN ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK ASSOCIATES - T III LLC | $0.0 | - | |
| STONEPEAK INFRASTRUCTURE FUND III CAYMAN LP | $0.0 | - | |
| STONEPEAK TRAIL BLAZER ASSOCIATES LP | $0.0 | - | |
| STONEPEAK OPPORTUNITIES FUND ASSOCIATES (LUX) S.A R.L | $0.0 | - | |
| STONEPEAK OPPORTUNITIES FUND ASSOCIATES LP | $0.0 | - | |
| STONEPEAK ASSOCIATES - W LLC | $0.0 | - | |
| STONEPEAK COLOGIX FUND ASSOCIATES LLC | $0.0 | - | |
| SIERRA NEVADA ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK ASSOCIATES IV (LUX) S.A.R.L | $0.0 | - | |
| STONEPEAK ASIA RENEWABLES ASSOCIATES LP | $0.0 | - | |
| STONEPEAK (HONG KONG) LIMITED | $0.0 | - | |
| STONEPEAK ASIA FUND ASSOCIATES (LUX) S.A R.L | $0.0 | - | |
| STONEPEAK ASSOCIATES IV LLC | $0.0 | - | |
| STONEPEAK MASTER ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK DIGITAL INFRA ASSOCIATES (LUX) S.À R.L. | $0.0 | - | |
| STONEPEAK (SINGAPORE) PTD. LIMITED | $0.0 | - | |
| STONEPEAK GLOBAL RENEWABLES ASSOCIATES (DELAWARE) LLC | $0.0 | - | |
| STONEPEAK ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK GLOBAL RENEWABLES ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK GLOBAL RENEWABLES ASSOCIATES (LUX) S.À R.L. | $0.0 | - | |
| STONEPEAK GP INVESTMENT HOLDINGS LLC | $0.0 | - | |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | $0.0 | - | |
| STONEPEAK CREDIT ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK ASSOCIATES III LLC | $0.0 | - | |
| STONEPEAK ASSOCIATES II LLC | $0.0 | - | |
| STONEPEAK EVERGREEN ASSOCIATES LLC | $0.0 | - | |
| STONEPEAK PARTNERS (UK) LLP | $0.0 | - | |
| STONEPEAK INFRASTRUCTURE FUND II CAYMAN LP | $0.0 | - | |
| STONEPEAK (AUSTRALIA) PTY LIMITED | $0.0 | - | |
| STONEPEAK ASSOCIATES - R LLC | $0.0 | - | |
| STONEPEAK ZENO ASSOCIATES (LUX) S.À.R.L. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
30 active
| Name | Title |
|---|---|
| DORRELL, MICHAEL, BRIAN | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO-FOUNDER, MR. DORRELL IS THE SOLE MEMBER, AND CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CO-FOUNDER, OF STONEPEAK PARTNERS LLC, MR. DORRELL IS THE SOLE MEMBER OF STONEPEAK HOLDINGS I LLC WHICH IS A LIMITED PARTNER OF STONEPEAK PARTNERS UPPER HOLDINGS LP |
| SAUNDERS, ADRIENNE, FAYE | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER OF STONEPEAK PARTNERS LP |
| BRUCE, PETER, J | HEAD OF BUSINESS DEVELOPMENT, CHIEF ADMINISTRATION OFFICER OF STONEPEAK PARTNERS LP |
| HOWELL, JOHN, PATRICK | CO-PRESIDENT OF STONEPEAK PARTNERS LP |
| TAYLOR, LUKE, RICHARD | CO-PRESIDENT OF STONEPEAK PARTNERS LP |
| WYPER, JAMES, P | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| WOODS, BRENDEN | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| SCHMITZ, DANIEL, JACOB | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| KEOGH, DARREN, STEPHEN | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| KUPCHAK, ROBINSON, KUALI'I | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| BORRECA, ANTHONY | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| LI, PENG | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| SOLOMOND, PHILLIP | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| WOLOSZCZUK, NIKOLAUS, JAKOB | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| BRICKER, MICHAEL, STEVEN | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| WONG, DANIEL | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| THOMAS, ANDREW, NESBITT | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| MLYNAR, STEVEN, BRETT | CHIEF FINANCIAL OFFICER OF STONEPEAK PARTNERS LP |
| WALLACH, DOUGLAS | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| LEITNER, MICHAEL, ERIC | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
| ROBERGE, RYAN, MICHAEL | SENIOR MANAGING DIRECTOR OF STONEPEAK PARTNERS LP |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $70.7 | $0.0 | 0% | 298 | 0 | 0% |
| 2025-04-21 | $70.7 | $0.0 | 0% | 298 | 0 | 0% |
| 2024-04-02 | $60.7 | $10.0 | 16% | 246 | 52 | 21% |
| 2023-04-04 | $53.4 | $17.3 | 32% | 189 | 109 | 58% |
| 2022-04-01 | $46.4 | $24.3 | 52% | 151 | 147 | 97% |
| 2021-04-05 | $32.2 | $38.5 | 119% | 98 | 200 | 204% |
| 2020-04-01 | $18.2 | $52.5 | 289% | 65 | 233 | 358% |
| 2019-04-01 | $15.6 | $55.1 | 353% | 50 | 248 | 496% |
| 2018-04-02 | $13.7 | $57.0 | 415% | 38 | 260 | 684% |
| 2017-04-01 | $7.3 | $63.4 | 870% | 30 | 268 | 893% |
| 2016-04-01 | $5.8 | $64.9 | 1129% | 22 | 276 | 1255% |
| 2015-04-01 | $1.9 | $68.8 | 3666% | 15 | 283 | 1887% |
| 2014-04-01 | $1.7 | $69.0 | 3982% | 11 | 287 | 2609% |
| 2013-04-01 | $0.8 | $69.9 | 9082% | 6 | 292 | 4867% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-04/01/2013, TX-03/31/2017, VA-02/12/2025 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV