DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•• P•••••••• L••
Latest filing Sep 9, 2026
First filing on the tape Nov 8, 2017 · 15 filings
SEC status approved since Dec 8, 2017
RAUM
$13B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
87
87 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$13B as of Mar 31, 2026
Mar 29, 2018$850M then
HNW client RAUM$0 as of Mar 29, 2024
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)87 as of Mar 31, 2026
Mar 29, 201823 then
Private funds25 as of Mar 31, 2026
Mar 29, 20182 then
RAUM +12% over the last fiscal year+9.2% a year over threeIARs 0 to 0offices 2 to 3
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $537MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$13B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• V••••• L••• | Private Equity Fund | $2.8B | 128 | Mar 31, 2023 |
| S•• V••• L••• | Private Equity Fund | $1.8B | 76 | Mar 31, 2023 |
| S•• V•••• L••• | Private Equity Fund | $1.4B | 125 | Mar 31, 2021 |
| M•••••• B•••••• A••••••••• L• | Private Equity Fund | $1.1B | 227 | Mar 31, 2022 |
| S•• V••• L••• | Private Equity Fund | $877M | 41 | Mar 29, 2018 |
| S•• V•• L••• | Private Equity Fund | $849M | 78 | Mar 31, 2021 |
| S•• M••••••• L••• | Private Equity Fund | $730M | 954 | Mar 29, 2024 |
| M•••••• U•••••••• A••••••••• L• | Private Equity Fund | $688M | 224 | Mar 31, 2022 |
| S•• A•• L••• | Private Equity Fund | $511M | 1,024 | Mar 29, 2024 |
| S•• A••••••• L••• | Private Equity Fund | $435M | 53 | Mar 31, 2022 |
| S•• A••••••••• L••• | Private Equity Fund | $365M | 54 | Mar 31, 2022 |
| S•• V• L••• | Private Equity Fund | $203M | 13 | Mar 29, 2018 |
| R••••••• A••••••••• L• | Private Equity Fund | $126M | 42 | Mar 31, 2021 |
| S•• V•• E•••••••• F•••• L••• | Private Equity Fund | $79.1M | 59 | Mar 31, 2023 |
| S•• V• E•••••••• F•••• L••• | Private Equity Fund | $78.7M | 64 | Mar 31, 2021 |
| S•• W••••••• L••• | Private Equity Fund | $61.0M | 924 | Mar 29, 2024 |
| S•• V• E•••••••• F•••• L••• | Private Equity Fund | $42.7M | 22 | Mar 29, 2019 |
| S•• A•••••• E•••••••• F•••• L••• | Private Equity Fund | $41.0M | 67 | Mar 31, 2022 |
| S•• B••••• L••• | Private Equity Fund | $35.8M | 24 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••• M•••• A•••• · Managing Directorcontrolsince 11/2017 · owns less than 5%
- C•••••••• W••••••• F•••••• · Managing Partner, Cio And Elected Managercontrolsince 11/2017 · owns less than 5%
- H•••••• D••••••• M••••••• · Managing Director, Coocontrolsince 11/2017 · owns less than 5%
- H••••••••• S••••••• E••••• · Managing Director, Cfo, Ccocontrolsince 11/2017 · owns less than 5%
- T••••••••• J•••••• T•••••• · Managing Directorcontrolsince 11/2017 · owns less than 5%
- C•••••••• W••••••• F•••••• · Limited Partnercontrolsince 09/2021 · owns 50% to 75% of S•• M••••••••• F•••••• L•••
Entity owners
- S•• M••••••••• H•••••••• L••• · Memberdirect · owns 75% or more
- S•• H••••••• U••• L•• · General Partnerindirect · owns F of S•• M••••••••• F•••••• L•••
- S•• H••••••• U••• L•• · General Partnerindirect · owns F of S•• M••••••••• H•••••••• L•••
- S•• M••••••••• F•••••• L••• · Limited Partnerindirect · owns 75% or more of S•• M••••••••• H•••••••• L•••
Related persons
Schedule D 7.A
- M•••••• B•••••• A••••••••• G• L••pooled vehicle sponsorn
- M•••••• U•••••••• A••••••••• G• L••pooled vehicle sponsorn
- R••••••• G• A••••••••• L••pooled vehicle sponsorn
- S•• A•••••• G•• L•••pooled vehicle sponsorn
- S•• A• G•• L•••pooled vehicle sponsorn
- S•• B•••• G•• L•••pooled vehicle sponsorn
- S•• M•••••• G•• L•••pooled vehicle sponsorn
- S•• V• G•• L•••pooled vehicle sponsorn
- S•• V• G•• L•••pooled vehicle sponsorn
- S•• V•• G•• L•••pooled vehicle sponsorn
- S•• W•••••• G•• L•••pooled vehicle sponsorn
- S••••••• T••••••••• G••••• L••investment advisernRAUM $307M
Advisers that list S•• P•••••••• L•• as a related person
- 160676 n
Offices
Schedule D 1.F, the 25 largest
- Bangalore, India8 employees
- Milan, Italy2 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 9, 2026
- Other offices · 2 to 3Mar 31, 2026 to Sep 9, 2026
- Private funds · 25 to unsetMar 31, 2026 to Sep 9, 2026
- Succession · false to unsetMar 31, 2026 to Sep 9, 2026
- Accounts · 19 to 25Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 88 to 87Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 19 to 25Mar 28, 2025 to Mar 31, 2026
- Employees · 88 to 87Mar 28, 2025 to Mar 31, 2026
- Private funds · 19 to 25Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $12B to $13BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $12B to $13BMar 28, 2025 to Mar 31, 2026
- RAUM · $12B to $13BMar 28, 2025 to Mar 31, 2026
- Advisory employees · 70 to 88Mar 29, 2024 to Mar 28, 2025
- Charity clients · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Corporate clients · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- HNW clients · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Individual clients · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Pension plan clients · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Employees · 70 to 88Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $12B to $12BMar 29, 2024 to Mar 28, 2025
- HNW RAUM · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Individual RAUM · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Pension RAUM · 0.0 to unsetMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $12B to $12BMar 29, 2024 to Mar 28, 2025
- RAUM · $12B to $12BMar 29, 2024 to Mar 28, 2025
- Accounts · 16 to 19Oct 26, 2023 to Mar 29, 2024
- Advisory employees · 56 to 70Oct 26, 2023 to Mar 29, 2024
- Pooled vehicle clients · 16 to 19Oct 26, 2023 to Mar 29, 2024
- Employees · 56 to 70Oct 26, 2023 to Mar 29, 2024
- Private funds · 16 to 19Oct 26, 2023 to Mar 29, 2024
- Discretionary RAUM · $10B to $12BOct 26, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $10B to $12BOct 26, 2023 to Mar 29, 2024
- RAUM · $10B to $12BOct 26, 2023 to Mar 29, 2024
- Related adviser · false to trueOct 26, 2023 to Mar 29, 2024
- Accounts · 13 to 16Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 29 to 56Mar 31, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 13 to 16Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $6.2B to $0Mar 31, 2022 to Mar 31, 2023
Signals
5 dated events
- S•• P•••••••• L•• reported RAUM $10.3B, up 66% from $6.2B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- S•• P•••••••• L•• reported RAUM $6.2B, up 86% from $3.3B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- S•• P•••••••• L•• reported RAUM $3.3B, up 212% from $1.1B (2020-09-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- S•• P•••••••• L•• reported RAUM $1.2B, up 36% from $850.4M (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- S•• P•••••••• L•• filed its initial SEC registration (Form ADV)Nov 8, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/15562reportedpublic record, Form ADV, Sep 19, 2026
- Website
- stg.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-935-9500reportedpublic record, Form ADV, Sep 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026