Stagwell is a fund manager in Miami Beach with $1.81 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
472906614
SEC advisor number
801-100341
FINRA CRD number
175350
AUM ?
$1.81 bn
(as of 31 Mar 22)
Accounts
1
(as of 31 Mar 22)
Employees
3
(3 investment advisory or research)
Address
Stagwell
1808 I STREENET, NW
6TH FLOOR
WASHINGTON
DC 20006
1808 I STREENET, NW
6TH FLOOR
WASHINGTON
DC 20006
Office hours
Monday - Friday, 9:00AM - 6:00PM
Phone
9177652638
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Penn, Mark, Jeffrey | Managing Member | 12/2014 | > 75% |
Leveton, Jay, Robert | Partner | 07/2015 | < 5% |
Gulotta, Joseph, Michael | Chief Financial Officer and Chief Compliance Officer | 03/2022 | < 5% |
Sidhu, Beth, Lester | Chief Operating Officer | 12/2015 | < 5% |
Reid, Jason, F | Chief Investment Officer | 10/2018 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
the Stagwell Group LLC | $1.81 bn | |
Stagwell Media LP | $1.81 bn | Private Equity Fund |
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
29 Aug 24
425
Business combination disclosure
19 Jul 21
425
Business combination disclosure
16 Jul 21
425
Business combination disclosure
14 Jul 21
425
Business combination disclosure
13 Jul 21
425
Business combination disclosure
13 Jul 21
425
Business combination disclosure
17 Jun 21
425
Business combination disclosure
14 Jun 21
425
Business combination disclosure
14 Jun 21
425
Business combination disclosure
14 Jun 21
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22