# Stone House Partners

> Stone House Partners is an SEC-registered investment advisory firm in Bay Harbor Islands, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 167094
- Filed as: STONE HOUSE PARTNERS
- Legal name: Stone House Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bay Harbor Islands, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167094
- AdvisorCensus page: https://advisorcensus.com/firm/stone-house-partners-bay-harbor-islands-fl-167094

## Quick answers

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

**Where is Stone House Partners located?**
Stone House Partners' principal office is in Bay Harbor Islands, FL, according to its Form ADV.

**Is Stone House Partners registered with the SEC or a state?**
Stone House Partners is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167094.

**How much does Stone House Partners manage?**
Stone House Partners reports $169,836,054 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Stone House Partners' assets and staff changed since 2021?**
In the Form ADV data for Stone House Partners: Regulatory assets under management: $138,349,769 in the October 2021 data and $169,836,054 in the October 2026 data, up 23%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stone House Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Stone House 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/167094

**Does Stone House Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The minimum initial capital contribution generally required for an investor in the Funds is $1,000,000, although capital contributions of lesser amounts may be accepted in our discretion."

## 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 26, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial capital contribution generally required for an investor in the Funds is $1,000,000, although capital contributions of lesser amounts may be accepted in our discretion.

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

### Regulatory assets under management (Item 5.F)
- Total: $169,836,054
- Discretionary: $169,836,054
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $169,836,054 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonehousemgt.com
- LinkedIn @STONE-HOUSE-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $138,349,769 | 2 | March 31, 2021 |
| October 2022 | $199,561,460 | 2 | March 28, 2022 |
| October 2023 | $151,540,974 | 3 | March 31, 2023 |
| October 2024 | $240,244,421 | 2 | March 29, 2024 |
| October 2025 | $169,800,617 | 2 | March 25, 2025 |
| October 2026 | $169,836,054 | 2 | March 26, 2026 |

Regulatory assets under management: $138,349,769 in the October 2021 data and $169,836,054 in the October 2026 data, up 23%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone House Partners (CRD 167094): Form ADV filing data as of October 2026.