Stonetree Investment Partners LLC
SEC RegisteredTRANSFORMING INDUSTRIALS. INVESTING IN PEOPLE.®
About the firm
StoneTree Investment Partners LLC is a $200 million AUM industrials-focused private investment firm founded in 2021 by experienced operators, engineers, and investors. The firm selectively invests in established niche manufacturing and industrial companies, working collaboratively to develop a Business Transformation Agenda to create enduring value for the business, its people, and its stakeholders.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private investment in established niche manufacturing and industrial companies in the USA and Canada, with a focus on business transformation, operational and technological innovation, and investing in people
Who they serve
Institutional and private investors and employees
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $196M |
Office locations
Regulatory & compliance
Data as of March 27, 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 Investment 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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