THE STAGWELL GROUP LLC other names

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Adviser Profile

As of Date:

03/11/2024

Adviser Type:

- Large advisory firm

Number of Employees:

3

of those in investment advisory functions:

3

Registration:

SEC, Approved, 6/12/2015

AUM:

1,090,000,000 -12.17%

of that, discretionary:

1,090,000,000 -12.17%

Private Fund GAV:

1,090,000,000 -12.17%

Avg Account Size:

1,090,000,000 -12.17%

SMA’s:

NO

Private Funds:

1

Contact Info

(91 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 774M 516M 258M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Atlantic Broadband Brings Together Best in Breed Integrated Stagwell Team to Support Next Level Growth
04/05/2021

The Stagwell Group is the first and only independent, digital-first, and fully integrated organization of size & scale servicing brands across the continuum of marketing services.

Yahoo Finance

MDC Partners Inc. Cl A
03/24/2021

1 Day MDCA -0.92% DJIA -0.01% Russell 2K -2.35% Business/Consumer Services -0.47% Mark J. Penn, 65 Chairman & Chief Executive Officer Meridian International Center, Harris Poll Online, Inc., MDC ...

Wall Street Journal

Koalifyed Breaks New Ground In The Influencer Marketing Space With Innovative End-to-End Platform
03/23/2021

Born out of Stagwell Technologies, a member of The Stagwell Group, and incubated within one of the world’s top 5 advertisers, Koalifyed’s technology offers more speed, efficiency and trust in ...

Yahoo Finance

The Stagwell Marketing Group Reports Strong Results for the Fourth Quarter and Full Year 2020 in the Face of a Global Pandemic
03/10/2021

The Stagwell Marketing Group is the first and only ... Stagwell Media LP ("Stagwell Media), is a private equity fund that owns all interests in Stagwell Marketing Group LLC through a wholly ...

Yahoo Finance

The Stagwell Marketing Group Reports Strong Results for the Fourth Quarter and Full Year 2020 in the Face of a Global Pandemic
03/10/2021

Stagwell Media LP, which has entered into a definitive transaction agreement to combine its businesses with MDC Partners (Nasdaq: MDCA), announced financial results for its holding company Stagwell Marketing Group LLC ("Stagwell" or the "Company") for the three and twelve months ended December 31, 2020.

Yahoo Finance

The Stagwell Marketing Group Reports Strong Results for the Fourth Quarter and Full Year 2020 in the Face of a Global Pandemic
03/09/2021

WASHINGTON--(BUSINESS WIRE)--Stagwell Media LP, which has entered into a definitive transaction agreement to combine its businesses with MDC Partners (Nasdaq: MDCA), announced financial results ...

businesswire.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $1,090,000,000

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Private Funds



Employees




Brochure Summary

Overview

A. The Stagwell Group LLC (the “Firm” or “The Stagwell Group”) is a Delaware limited liability company that was formed in December 2014. The Stagwell Group currently has two offices, one which is located in Miami Beach, FL and the other which is located in Washington, D.C. The Firm serves as an investment adviser to pooled investment vehicles (each a “Client” or “Fund” and collectively, the “Clients” or “Funds”), which are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”), pursuant to Section 3(c)(7) of the Investment Company Act. Mr. Mark J. Penn serves as the Firm’s principal owner and managing member (the “Managing Member”). The Firm provides discretionary investment advisory services to its Funds, which primarily seek to acquire positions in data analytics, public relations, advertising and other media-related and/or communications companies (each a “Portfolio Company” and collectively the “Portfolio Companies”). B. The Firm manages the Funds in accordance with the investment objectives and limitations set forth in each Fund’s governing documents, and the investment management agreement between the Firm and each Fund.
The descriptions set forth in this Brochure of the advisory services that we offer to the Funds, and investment strategies pursued and investments made by us on behalf of the Funds, should not be understood to limit the Firm’s investment activities. Subject to the provisions in each Fund’s investment objectives and guidelines, the Firm may, in its full discretion, offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that we consider appropriate. C. The Firm utilizes a similar investment strategy for all its Funds; however, some Funds may differ slightly in their approach to investing, as further specified in each Fund’s governing documents. The Firm may also tailor the advisory services it provides to the Funds to the extent that certain investments cannot be held by certain Funds for legal and tax purposes. The Funds may not impose restrictions in investing in certain securities or types of securities. D. The Firm does not participate in wrap fee programs. E. As of December 31, 2023, the Firm managed approximately $1,090,000,000 of assets on a discretionary basis and $0 of assets on a non-discretionary basis. 5 | P a g e