The STONE TEMPLE PARTNERS is a privately held investment adviser that advises $668.71mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. STONE TEMPLE PARTNERS 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 7.89% over the last 1-years.
The Group has been registered with the SEC for 1.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 420 LEXINGTON AVENUE SUITE 408, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 14 employees comprised of 8 investment and 6 non-investment staff. The total number of Employees increased by 55.56% over the last 1-years.
Their $668.71mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 4 other accounts. Assets of High Net Worth Individuals clients own $633.34mn or 94.71% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $20.82mn or 3.11% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Traditional LBO, representing 89.61% and 10.39% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $2.16mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
STONE TEMPLE PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.