{
  "crd_number": 332833,
  "slug": "stone-temple-partners-llc-new-york-ny-332833",
  "primary_business_name": "STONE TEMPLE PARTNERS LLC",
  "legal_name": "STONE TEMPLE PARTNERS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 668709281.0,
  "raum_discretionary": 43607772.0,
  "raum_non_discretionary": 625101509.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 8672558.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 633339067.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 20816477.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 5881179.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "PA",
    "TN",
    "UT"
  ],
  "websites": [
    "https://linkedin.com/company/stone-temple-partners-llc",
    "https://stpartners.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332833",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/stone-temple-partners-llc-new-york-ny-332833",
  "display_name": "Stone Temple Partners LLC",
  "summary": "Stone Temple Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Stone Temple Partners LLC (CRD 332833): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Stone Temple Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stone Temple Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stone Temple Partners LLC located?",
      "a": "Stone Temple Partners LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Stone Temple Partners LLC registered with the SEC or a state?",
      "a": "Stone Temple Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332833."
    },
    {
      "q": "How much does Stone Temple Partners LLC manage?",
      "a": "Stone Temple Partners LLC reports $668,709,281 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (7% discretionary)."
    },
    {
      "q": "How have Stone Temple Partners LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Stone Temple Partners LLC: Regulatory assets under management: $0 in the October 2024 data and $668,709,281 in the October 2026 data. Total employees: 6 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stone Temple Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6); charitable organizations (3); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Stone Temple Partners LLC use?",
      "a": "Stone Temple Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stone Temple Partners LLC report any disciplinary disclosures?",
      "a": "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/332833"
    },
    {
      "q": "What changed in Stone Temple Partners LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 619779937.0,
      "total_employees": 9,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 668709281.0,
      "total_employees": 11,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 6 to 9.",
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs",
      "name_as_filed": "GOLDMAN SACHS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stone-temple-partners-llc-new-york-ny-332833.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 633339067.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 20816477.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 8672558.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 5881179.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332833",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}