# Moorstone, L.P.

> Moorstone, L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 339519
- Filed as: MOORSTONE, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339519
- AdvisorCensus page: https://advisorcensus.com/firm/moorstone-l-p-new-york-ny-339519

## Quick answers

**How is Moorstone, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Moorstone, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Moorstone, L.P. located?**
Moorstone, L.P.'s principal office is in New York, NY, according to its Form ADV.

**Is Moorstone, L.P. registered with the SEC or a state?**
Moorstone, L.P. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339519.

**How much does Moorstone, L.P. manage?**
Moorstone, L.P. reports $3,111,449,896 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (78% discretionary).

**What types of clients does Moorstone, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Moorstone, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339519

**What changed in Moorstone, L.P.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $2,182,413,916 to $3,111,449,896 (+43%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,111,449,896
- Discretionary: $2,439,294,178
- Non-discretionary: $672,155,718

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $3,111,449,896 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moorstone.com
- LinkedIn @moorstone

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $2,182,413,916 to $3,111,449,896 (+43%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moorstone, L.P. (CRD 339519): Form ADV filing data as of October 2026.