The STONE CREEK GROUP is a privately held investment adviser that advises $260.6mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. STONE CREEK GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 495.98% over the last 5-years.
The Group has been registered with the SEC for 11.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2390 W. DARTMOUTH, ENGLEWOOD, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 1 investment and 4 non-investment staff. The total number of Employees increased by 400% over the last 5-years.
Their $260.6mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $158.63mn or 60.87% of Total Assets and Corporations or Other Businesses own $61.85mn or 23.73% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $26.8mn in assets.
The Group discloses management fees.
STONE CREEK GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.