Managing Partner, CIO and Elected Manager · STG Partners, LLC
William F. Chisholm
CRD 2166353 · Named on Form ADV at 2 SEC-registered advisers
At a glance
STG Partners, LLC, an SEC-registered private fund adviser based in Menlo Park, CA with $13.4 billion in regulatory assets, lists William F. Chisholm on its Form ADV as Managing Partner, CIO and Elected Manager, a control person. The SEC filings also name William at 1 other registered adviser.
Firms and roles
- STG Partners, LLCManaging Partner, CIO and Elected ManagerPrivate fund adviser · Menlo Park, CA · $13B in regulatory assets
- Symphony Technology Group, LLCManaging Director, CIO and Elected ManagerPrivate fund adviser · Menlo Park, CA · $307M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Johnie T. TreadwellManaging Director, STG Partners, LLC
- Douglas M. HainesManaging Director, COO, STG Partners, LLC
- Stephen E. HenkenmeierManaging Director, CFO, CCO, STG Partners, LLC
- Marc A. BalaManaging Director, STG Partners, LLC
- Romesh T. WadhwaniCEO, Chairman and Elected Manager, Symphony Technology Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.