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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

THE STAGWELL GROUP LLC

CRD 175350

MIAMI BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e923f320-be1d-0b81-32f0-181ca4532337

Data as of Mar 21, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 6
On other graphs: 2
Observed: Jun 1, 2015 to Mar 21, 2025
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

The Stagwell Group LLC

Private equity manager · shared crd

Independent Sponsorsidentity

The Stagwell Group LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2025-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $1.1B
SEC number: 801-100341
CRD: 175350
Filings on the tape: 20
First filed: Jun 1, 2015
Latest filed: Mar 21, 2025
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
STAGWELL MEDIA LP	Private Equity Fund	$1.1B	Mar 11, 2024	2	Dec 10, 2018	reported	n/a
STAGWELL MEDIA LLC	Private Equity Fund	$592M	Nov 8, 2018	2	Jun 1, 2015	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PENN, MARK, JEFFREY	MANAGING MEMBER	E	yes	12/2014	Jun 1, 2015	Mar 11, 2024
GULOTTA, JOSEPH, MICHAEL	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	no	03/2022	Mar 31, 2022	Mar 11, 2024
REID, JASON, F	CHIEF INVESTMENT OFFICER	Na	no	10/2018	Dec 10, 2018	Mar 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Washington	Dc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 21, 2025	$1.1B	$1.1B	3	3	1	1	n/a
2023	Mar 11, 2024	$1.1B	$1.1B	3	3	1	1	$1.1B
2022	Mar 23, 2023	$1.2B	$1.2B	3	3	1	1	$1.2B
2021	Mar 31, 2022	$1.8B	$1.8B	3	3	1	1	$1.8B
2020	Mar 31, 2021	$1.5B	$1.5B	11	5	0	1	$1.5B
2019	Mar 30, 2020	$1.2B	$1.2B	15	5	0	1	$1.2B
2018	Mar 28, 2019	$877M	$877M	15	5	0	1	$877M
2017	Mar 26, 2018	$592M	$592M	15	5	0	1	$592M
2016	Mar 21, 2017	$250M	$250M	15	6	n/a	1	$250M
2015	Mar 30, 2016	$250M	$250M	9	6	n/a	1	$250M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.1B	$1.1B	-1.1%	$1.8B	-15.8%	3	3	1	1

Relationships

Advises (2)

→ STAGWELL MEDIA LPPrivate fundPrivate Equity Fund, IA
Dec 10, 2018 to presentfactForm ADV
→ STAGWELL MEDIA LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Jun 1, 2015 to Nov 8, 2018factForm ADV

Owns (2)

← REID, JASON, FOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Dec 10, 2018 to Mar 11, 2024factForm ADV
← GULOTTA, JOSEPH, MICHAELOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Mar 11, 2024factForm ADV

Controls (1)

← PENN, MARK, JEFFREYOwnerMANAGING MEMBER, ownership code E, individual
Jun 1, 2015 to Mar 11, 2024factForm ADV

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
The Stagwell Group Llc no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $1.1B)
Form ADVobserved 5 days ago
$1.1B
Occurred
Mar 23, 2023
Regulatory AUM changed
The Stagwell Group Llc reported RAUM $1.2B, down 31% from $1.8B (2022-03-31 to 2023-03-23)
Form ADVobserved 5 days ago
$-565M
Occurred
Mar 30, 2020
Regulatory AUM changed
The Stagwell Group Llc reported RAUM $1.2B, up 41% from $877.0M (2019-03-28 to 2020-03-30)
Form ADVobserved 5 days ago
$357M
Occurred
Dec 10, 2018
Regulatory AUM changed
The Stagwell Group Llc reported RAUM $745.0M, up 26% from $591.6M (2018-11-08 to 2018-12-10)
Form ADVobserved 5 days ago
$153M
Occurred
Mar 26, 2018
Regulatory AUM changed
The Stagwell Group Llc reported RAUM $591.6M, up 137% from $250.0M (2017-12-12 to 2018-03-26)
Form ADVobserved 5 days ago
$342M
Occurred
Jun 1, 2015
First Form ADV filing
The Stagwell Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e923f320-be1d-0b81-32f0-181ca4532337
First observed: Jun 1, 2015
Last observed: Mar 21, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE STAGWELL GROUP LLC

CRD 175350

MIAMI BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e923f320-be1d-0b81-32f0-181ca4532337

Data as of Mar 21, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

STAGWELL MEDIA LP

Private Equity Fund

$1.1B

Mar 11, 2024

Dec 10, 2018

reported

n/a

STAGWELL MEDIA LLC

Private Equity Fund

$592M

Nov 8, 2018

Jun 1, 2015

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PENN, MARK, JEFFREY

MANAGING MEMBER

yes

12/2014

Jun 1, 2015

Mar 11, 2024

GULOTTA, JOSEPH, MICHAEL

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

03/2022

Mar 31, 2022

Mar 11, 2024

REID, JASON, F

CHIEF INVESTMENT OFFICER

10/2018

Dec 10, 2018

Mar 11, 2024

City

State

Country

Employees

Also broker-dealer

Washington

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 21, 2025

$1.1B

n/a

2023

Mar 11, 2024

$1.1B

2022

Mar 23, 2023

$1.2B

2021

Mar 31, 2022

$1.8B

2020

Mar 31, 2021

$1.5B

2019

Mar 30, 2020

$1.2B

2018

Mar 28, 2019

$877M

2017

Mar 26, 2018

$592M

2016

Mar 21, 2017

$250M

n/a

$250M

2015

Mar 30, 2016

$250M

n/a

$250M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.1B

-1.1%

$1.8B

-15.8%