Stone Temple Partners LLC
SEC RegisteredTransforming How Private Wealth Moves Forever Forward
About the firm
STP has created an innovative investment platform that provides the sophistication and high level of service found in large single-family offices. Its founders have built multiple family offices and their investment portfolios, now made available to select families and advisors. The platform delivers tailored solutions blending exclusivity, innovation, and long-term vision for private clients and advisors of ultra-high-net-worth individuals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Differentiated investment opportunities with exclusive diversified strategies, tailored wealth strategies with customized portfolio construction designed to maximize after-tax risk-adjusted returns, and precision risk management blending hedge fund discipline with family office investment time horizons
Who they serve
UHNW (ultra-high-net-worth) families and their advisors, as well as select private clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 6 | $633M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $21M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stone Temple Partners LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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