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STONECREST HOLDINGS

Business and Investment Profile

The STONECREST HOLDINGS is a privately held investment adviser that advises $1.25Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. STONECREST HOLDINGS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 3,608.33% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 3.03 years and is comprised of 2 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 300 WEST 6TH STREET SUITE 1550, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 29 employees comprised of 26 investment and 3 non-investment staff. The total number of Employees increased by 163.64% over the last 5-years.

Asset Profile

Their $1.25Bn in assets advised are owned by 31 private funds, 0 public funds and BDCs and 66 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $849.85mn or 68.06% of Total Assets and Corporations or Other Businesses own $267.09mn or 21.39% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and Multi Strat, representing 85.15%, 8.92% and 5.93% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $43.42mn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

STONECREST HOLDINGS names 1 sub-adviser PERINI CAPITAL to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: STONECREST HOLDINGS

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Keywords: Stonecrest Holdings, Stonecrest Advisors, Stonecrest Investment Management, Stonecrest
Generated 2026-09-12T06:49:17.6482327.  © 2026 Convergence.