BG Partners
- Company typePrivate
- Founded2020
- HeadquartersStamford, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
BG Partners firmographics
Firmographics- Name
- BG Partners
- Legal name
- BG Partners, LLC
- Website
- https://bgpartners-llc.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
BG Partners industry classification
Industry- Product category
- Alternative Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- B2B Channel Partners & Referral Agencies (Cross-Industry Referral) (FSAEAMAN)
Keywords
Where BG Partners is headquartered
LocationHeadquarters
- HQ city
- Stamford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
BG Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Securities Distribution: Earns fees/commissions from facilitating private placement investments. Securities offered through Stonehaven, LLC (Member FINRA/SIPC). Revenue likely generated through referral fees, placement agent commissions, or advisory fees associated with connecting investors to alternative investment opportunities.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
BG Partners product offering
Product offeringCore offering
BG Partners is a boutique financial advisory firm that operates as an Affiliate Partner of Stonehaven, LLC. It connects sophisticated investors to niche, off-the-radar alternative investment managers and direct deals across venture, private equity, credit, real estate, and hedge funds, using a consultative approach that matches each investor's profile and objectives to suitable opportunities. Securities are offered through Stonehaven, LLC; all BG Partners members are FINRA-registered representatives.
Product overview
BG Partners is a consultative financial advisory firm that operates as an Affiliate Partner of Stonehaven, LLC, connecting sophisticated investors to niche, alternative investment opportunities. The firm does not offer a technology product platform; instead, it provides personalized investment advisory services that match investors with alternative investment managers and direct deals across venture capital, private equity, credit, real estate, and hedge funds. BG Partners serves as an intermediary, not a product company.
Differentiator
Problem solved
Functional benefit
Products and services
- Alternative Investment Placement & Advisory (via Stonehaven, LLC) A consultative advisory service that pairs accredited and high-net-worth investors with niche, off-the-radar alternative investment managers and direct deals across venture capital, private equity, credit, real estate, and hedge funds. Securities are offered through Stonehaven, LLC; all BG Partners members are FINRA-registered representatives.
Companies that use BG Partners
Customer profileSegments1 record
Ideal customer profiles1 record
BG Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
BG Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Stonehaven, LLCcoreBG Partners operates as an Affiliate Partner of Stonehaven, LLC. Stonehaven is a FINRA/SIPC member firm that provides access to alternative investment managers and direct deals. Securities for private placement investments are offered through Stonehaven, LLC. This partnership enables BG Partners to access a broad array of niche, off-the-radar alternative investment managers and direct deals in venture, private equity, credit, real estate, and hedge funds.
Scale indicators2 records
Recent moves3 records
BG Partners competitors and assessment
Company assessmentEmerging players
- iCapital Network: Technology platform that connects wealth advisors and HNW investors to alternative investment funds. Overlaps with BG Partners on the goal of making private market and hedge fund allocations accessible to sophisticated investors, though iCapital does so at scale via a proprietary digital platform rather than through boutique introductions.
- CAIS Group: Alternative investment platform providing advisors access to hedge funds, private equity, and private credit funds. Comparable because CAIS targets the same sophisticated-investor-and-advisor distribution problem BG Partners solves, but through a scaled, tech-enabled marketplace rather than personal introductions.
- YieldStreet: Online platform offering alternative investments to retail and HNW investors across asset classes such as real estate, marine finance, and private credit. Comparable in that it serves sophisticated investors seeking alternatives but does so with a digital-first model rather than consultative introductions.
- Artivest: Fintech platform connecting HNW individuals, advisors, and families to private equity, hedge funds, and real estate. Particularly relevant as co-founder Thomas Gatto was previously a Director at Artivest, and the firm targets the same alternative-investment distribution segment through the same investor profiles.
- Moonfare: Digital platform enabling individual and HNW investors to access top-tier private equity and venture capital funds. Overlaps with BG Partners on private-market distribution but operates through technology-enabled onboarding rather than boutique referrals.
Broad incumbents
- Hightower Advisors: Large wealth management firm offering services including alternative investments to HNW clients and their advisors. Comparable in addressing HNW demand for alternative asset classes, though Hightower operates at significantly greater scale with broader service offerings.
- Dynasty Financial Partners: Platform providing independent advisors with technology, investment solutions, and access to alternative managers. Comparable through its role in helping advisors source and distribute alternative investments to sophisticated clients, similar to BG Partners' intermediary function.
Direct peers
- Altegris: Distribution firm specializing in alternative investments, including hedge funds, private equity, and real estate strategies, targeted at financial advisors and HNW investors. Closely comparable to BG Partners' model of curating niche alternatives and placing them with sophisticated investors through a consultative relationship.
- P Schoenfeld Asset Management: Boutique alternative investment firm historically focused on providing distribution and capital introduction services to hedge fund managers targeting institutional and HNW channels. Comparable in being a smaller specialist intermediary focused on alternative investments, similar to BG Partners' curating-and-introducing approach.
- Stonehaven, LLC: BG Partners' exclusive channel partner and a FINRA/SIPC member broker-dealer that distributes alternative investment managers and direct deals. Stonehaven is the most directly comparable peer because it operates the exact placement-agent model BG Partners leverages, and the two firms' relationship defines how securities are offered to investors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
BG Partners social profiles
Digital presenceBG Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
BG Partners leadership team
Management profileNumber of profiles
Profiles2 records
BG Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BG Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BG Partners
What does BG Partners do?
BG Partners is a boutique financial advisory firm that operates as an Affiliate Partner of Stonehaven, LLC. It connects sophisticated investors to niche, off-the-radar alternative investment managers and direct deals across venture, private equity, credit, real estate, and hedge funds, using a consultative approach that matches each investor's profile and objectives to suitable opportunities. Securities are offered through Stonehaven, LLC; all BG Partners members are FINRA-registered representatives.
Is BG Partners a public or private company?
BG Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BG Partners founded?
BG Partners was founded in 2020. It employs 1 to 10 people.
Where is BG Partners based?
BG Partners is headquartered in Stamford, United States, in the North America region.
How does BG Partners make money?
One revenue line is on record: securities Distribution.
Who are BG Partners's main competitors?
Emerging players on record are iCapital Network, CAIS Group, YieldStreet, Artivest and Moonfare. Broad incumbents are Hightower Advisors and Dynasty Financial Partners. Direct peers are Altegris, P Schoenfeld Asset Management and Stonehaven, LLC.
Does BG Partners have an API?
No public API is recorded for BG Partners.
What industry is BG Partners in?
BG Partners's product category is Alternative Investment Advisory. Its primary akta.pro industry code is FSAEAMAN, B2B Channel Partners & Referral Agencies (Cross-Industry Referral). Its NAICS code is 523940 and its SIC code is 6282.