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STONE TEMPLE PARTNERS LLC
CRD 332833 · SEC 801-131108
420 LEXINGTON AVENUE, SUITE 408, NEW YORK, NY, 10170, United States
Phone
(203) 253-1823
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$668.7M
Discretionary AUM
$43.6M
Team
14 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $633.3M |
| Pooled investment vehicles | 2 | $20.8M |
| Charitable organizations | 3 | $8.7M |
| Corporations/business entities | 1 | $5.9M |
States served
CA, PA, UT, CT
All web addresses on file
Official SEC filing: View on IAPD