AUMdb

Staple Street Capital Management, L.P.

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 173785 · SEC file 801-80588 · New York, NY · WWW.STAPLESTREETCAPITAL.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$622M
Discretionary
$622M
Clients
4
Avg AUM / client
$156M
Accounts
4
Employees
24

AUM over time

$0 $956M
Nov 5, 2014 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $622M 100.0%

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $942M combined gross assets

FundTypeDomicileGross assetsOwners
Staple Street Capital Iii, L.P. Private Equity Fund Delaware $354M 34
Staple Street Capital Ii, L.P. Private Equity Fund Delaware $339M 43
Staple Street Capital Iii A, L.P. Private Equity Fund Delaware $162M 12
Staple Street Capital Ii A, L.P. Private Equity Fund Delaware $87.2M 8

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Owens, Stephen, Douglas Managing Director & Limited Partner Jun 2014 (12y) ≈ 0% – 3.75% via Staple Street Capital Management, Llc
Yaghoobzadeh, Hootan Member Jun 2014 (12y) ≈ 0% – 3.75% via Staple Street Capital Management, Llc
Burgermeister, Steven, John Chief Compliance Officer, Chief Financial Officer May 2018 (8y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Staple Street Capital Management, Llc General Partner Jun 2014 A Less than 5%

Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Owens, Stephen, Douglas: 50% – 75% of Staple Street Capital Management, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
  • Yaghoobzadeh, Hootan: 50% – 75% of Staple Street Capital Management, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (4, $942M gross assets)

FundTypeGross assetsMin. investmentOwners
Staple Street Capital Iii, L.P. Private Equity Fund $354M $5.0M 34
Staple Street Capital Ii, L.P. Private Equity Fund $339M $5.0M 43
Staple Street Capital Iii A, L.P. Private Equity Fund $162M $5.0M 12
Staple Street Capital Ii A, L.P. Private Equity Fund $87.2M $5.0M 8

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.93 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees
  • Other fees
  • MONITORING, DEAL, AND PORTFOLIO COMPANY SERVICE FEES

Services

  • Portfolio management for pooled investment vehicles
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗