Stone Temple Partners LLC

RIASEC Registered

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 a limited liability company operating as an independent RIA and liquidity-fund sponsor. The firm is SEC-registered (2024) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Stone Temple also operates in roles typical of pooled-vehicle sponsors — acting as a CPO/CTA and as a sponsor, general partner or managing member of pooled investment vehicles. The firm uses a mixed fee model that includes percentage-of-AUM fees, fixed fees and performance-based fees. Its positioning emphasizes private funds and liquidity solutions, and it appears to combine advisory work for external clients with direct management and sponsorship of pooled vehicles.