Stonetree Capital Advisors, LLC
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About the firm
Stonetree Capital Advisors is a private equity fund of funds manager specializing in small to midsized fund investments, with a special focus on energy and power funds. The firm's investment team has been actively investing in private equity since 1994, and leverages long-standing relationships to provide access to successful, high-quality investment fund managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Stonetree Capital Advisors manages a private equity fund of funds with a focus on the energy and power sectors, implementing a fund-of-fund management approach that emphasizes a combination of strategies and investments providing fund diversification.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $22M |
2 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Private Fund - capital commitments less than $1M (years 1-7) | 1.50% |
| Private Fund - capital commitments $1M or more (years 1-7) | 1.00% |
| Separate Account - Year 1 | 0.50% |
| Separate Account - Year 2 | 0.75% |
| Separate Account - Years 3-7 | 1.00% |
| Separate Account - Year 8 | 0.90% |
| Separate Account - Year 9 | 0.80% |
| Separate Account - Year 10+ | 0.70% |
Data as of March 31, 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. Stonetree Capital Advisors, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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