# Stone-Goff Partners

> Stone-Goff Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 281205
- Filed as: STONE-GOFF PARTNERS
- Legal name: Stone-Goff Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281205
- AdvisorCensus page: https://advisorcensus.com/firm/stone-goff-partners-new-york-ny-281205

## Quick answers

**How is Stone-Goff Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Stone-Goff Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Stone-Goff Partners charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stone-Goff Partners located?**
Stone-Goff Partners' principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Stone-Goff Partners registered with the SEC or a state?**
Stone-Goff Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 281205.

**How much does Stone-Goff Partners manage?**
Stone-Goff Partners reports $588,641,780 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Stone-Goff Partners' assets and staff changed since 2021?**
In the Form ADV data for Stone-Goff Partners: Regulatory assets under management: $243,118,508 in the October 2021 data and $588,641,780 in the October 2026 data, up 142%. Total employees: 8 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stone-Goff Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).

**Does Stone-Goff Partners 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/281205

**What changed in Stone-Goff Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 2% of assets a year

> Stone-Goff receives an annual management fee generally equal to 2% of the Investor’s committed capital amount that is generally payable quarterly or semi-annually in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $588,641,780
- Discretionary: $588,641,780
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $588,641,780 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 14 total, 11 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- stonegoff.com
- LinkedIn @stone-goff-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,118,508 | 8 | June 30, 2021 |
| October 2022 | $258,251,659 | 9 | May 2, 2022 |
| October 2023 | $466,756,111 | 11 | April 28, 2023 |
| October 2024 | $497,906,522 | 15 | May 10, 2024 |
| October 2025 | $626,147,360 | 14 | June 17, 2025 |
| October 2026 | $588,641,780 | 14 | April 24, 2026 |

Regulatory assets under management: $243,118,508 in the October 2021 data and $588,641,780 in the October 2026 data, up 142%.
Total employees: 8 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone-Goff Partners (CRD 281205): Form ADV filing data as of October 2026.