Form D · Pooled Investment Fund

STG ALLEGRO, L.P.

Menlo Park, CA · CIK 0001864593

Offering snapshot reported Jul 28, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $750M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 28, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-407959

Source: Form D, filed Jul 28, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

STG ALLEGRO, L.P.

Investment adviser: STG PARTNERS, LLC

Gross asset value
$568M
Beneficial owners
32
ADV minimum commitment
$20M

Reported in Form ADV on Sep 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian UBS SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

UBS SECURITIES LLC
SEC 8-22651

Filing source

Form ADV 2124800 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-4366952295

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Marc Bala Executive, Promoter
William Chisholm Executive, Promoter
Marshall Haines Executive, Promoter
Stephen Henkenmeier Executive, Promoter
John Tristan Treadwell Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1300 El Camino Real
Menlo Park, CA, 94025