STAPLE STREET CAPITAL

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 26 23.81%
of those in investment advisory functions 25 31.58%
Registration SEC, Approved, 11/21/2014
AUM* 942,063,947 -1.46%
of that, discretionary 942,063,947 -1.46%
Private Fund GAV* 942,063,947 -1.46%
Avg Account Size 235,515,987 -1.46%
SMA’s No
Private Funds 4
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
956M 819M 683M 546M 410M 273M 137M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$942,063,947

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Brochure Summary

Overview

Staple Street Capital, a Delaware limited partnership, was founded in 2014 and is principally owned by its founders, Stephen D. Owens and Hootan Yaghoobzadeh (the “Principals”). The Firm provides investment advisory services to Street Capital II, L.P., Staple Street Capital II-A, L.P. (the “Blocker Fund”), Staple Street Capital III, L.P. and Staple Street Capital III-A, L.P. (collectively together the “Funds”). The Funds are pooled investment vehicles which are exempt from registration under the Investment Company Act of 1940. The Adviser may provide investment advisory serves to additional clients in the future. The Firm focuses on making control-oriented investments in lower middle market companies that have operational, balance sheet and/or other process complexities. The Principals have a strong personal and professional relationship that began over 15 years ago when the Principals started working together in The Carlyle Group’s US Buyout team and continued after Mr. Yaghoobzadeh left Carlyle
to join Cerberus Capital in 2004. Bound by a shared investment philosophy and core values, the Principals formed SSC to leverage their experience garnered at these firms to target what they believe to be as an underserved and inefficient segment of the private equity market where investors like SSC with relevant market and complex transaction experience have the opportunity to strive to generate attractive investment returns. SSC serves as an investment manager to the Funds. The Funds have a special purpose general partner, managing member or similar entity that is controlled directly or indirectly by SSC (the “General Partner”). As of December 31, 2023, SSC managed on a discretionary basis $942,063,947 of regulatory assets under management on behalf of the Funds. Each Fund is managed only in accordance with its own investment objectives and is not tailored to any particular private fund investor (the “Limited Partners” or “Investors”). SSC does not participate in any wrap fee programs.