Stock Farm Partners LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 300060
- Registered since
- July 29, 2020
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Stock Farm Partners LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member for those vehicles. Its compensation structure combines a percentage-of-assets-under-management fee with performance-based fees, and the firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Bowman Wingard
Managing Partner and Chief Compliance OfficerCRD 4158993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 555 Bryant St
- Time zone
- PT (UTC-8)
- Office locations
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