Stone Temple Partners LLC

RIASEC RegisteredEst. 2024

Total AUM

$669M

Discretionary

$43.6M

7% of AUM

Avg account

$6.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 332833
Registered since: September 16, 2024
Website: www.stpartners.co
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI94.71%
Pooled Investment Vehicles3.11%
Charitable Organizations1.3%
Corporations / Businesses0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stone Temple Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm positions itself as a capital allocator that serves both individual/family and institutional clients, and its business activities include operating as a commodity pool operator/commodity trading adviser (CPO/CTA) and sponsoring or acting as general partner/managing member of pooled investment vehicles. Advisory services listed include financial planning and portfolio management for individuals, small businesses, and pooled vehicles. Stone Temple Partners charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.