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 wealth manager organized as an LLC and registered with the SEC in 2024. The firm positions itself as a capital allocator that serves both individual/family clients and institutional investors. Its advisory scope includes financial planning and portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. Stone Temple also operates in sponsor/GP and managing-member roles for pooled vehicles and lists CPO/CTA activity among its business operations. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm does not identify as an active ESG investor.