Stonepeak

Stonepeak provides discretionary investment advisory services primarily to private fund clients and related pooled vehicles, and also manages a limited number of separately managed accounts. Its Form ADV describes services that include sourcing, structuring and monitoring private equity and credit investments as well as capital-markets advisory and underwriting services provided through affiliated capital-markets entities.

The firm runs multiple strategy platforms (infrastructure, renewables, digital infrastructure, credit, real estate and related opportunistic vehicles) that focus on privately negotiated, control or control‑oriented equity and credit investments; investment decisions are made by dedicated investment committees and supported by Operating Partners, consultants and quantitative analysis. The brochure also discloses that financing and risk‑management tools are used across vehicles — including subscription credit facility borrowings and the potential use of derivatives (for example, interest‑rate swaps and caps) in separately managed accounts and funds.

Stonepeak’s structure and activities differ from many peers: the brochure discloses minority strategic investments by institutional partners (including an affiliate of TIAA and third‑party investors such as Blue Owl and Landmark), an affiliated FINRA‑registered broker‑dealer (Stonepeak Securities) and a separate capital‑markets business that arranges and syndicates loans and securities. It also highlights the firm’s Stonepeak+ wealth solutions arm, which offers customized SMAs and educational materials for high‑net‑worth or retail investors, and indicates the firm operates from multiple offices and relies on external Operating Partners and consultants in sourcing and marketing investments.