{
  "crd_number": 325434,
  "slug": "stonebrook-private-llc-northville-mi-325434",
  "primary_business_name": "STONEBROOK PRIVATE LLC",
  "legal_name": "STONEBROOK PRIVATE LLC",
  "dbas": [],
  "city": "Northville",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-04-07",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 936969533.0,
  "raum_discretionary": 877180243.0,
  "raum_non_discretionary": 59789290.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 8796500.0,
      "count": 9
    },
    "individuals": {
      "raum": 96795732.0,
      "count": 319
    },
    "pension_profit_sharing": {
      "raum": 47443790.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 783760951.0,
      "count": 263
    },
    "corporations_other_businesses": {
      "raum": 172560.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "MI",
    "NE",
    "NJ",
    "NY",
    "OH",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://stonebrookprivate.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325434",
  "city_as_filed": "NORTHVILLE",
  "url": "https://advisorcensus.com/firm/stonebrook-private-llc-northville-mi-325434",
  "display_name": "Stonebrook Private LLC",
  "summary": "Stonebrook Private LLC is an SEC-registered investment advisory firm in Northville, MI, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Stonebrook Private LLC (CRD 325434): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stonebrook Private LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonebrook Private LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Stonebrook Private LLC located?",
      "a": "Stonebrook Private LLC's principal office is in Northville, MI, according to its Form ADV."
    },
    {
      "q": "Is Stonebrook Private LLC registered with the SEC or a state?",
      "a": "Stonebrook Private LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325434."
    },
    {
      "q": "How much does Stonebrook Private LLC manage?",
      "a": "Stonebrook Private LLC reports $936,969,533 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (94% discretionary)."
    },
    {
      "q": "How have Stonebrook Private LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Stonebrook Private LLC: Regulatory assets under management: $550,852,119 in the October 2023 data and $936,969,533 in the October 2026 data, up 70%. Total employees: 5 in October 2023 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 Stonebrook Private LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (319); high net worth individuals (263); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Stonebrook Private LLC use?",
      "a": "Stonebrook Private LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stonebrook Private 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/325434"
    },
    {
      "q": "What changed in Stonebrook Private LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $794,216,860 to $936,969,533 (+18%). No longer lists an office in Bonita Springs, FL. Registered or notice-filed in VA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 550852119.0,
      "total_employees": 5,
      "filing_date": "2023-08-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 657333876.0,
      "total_employees": 6,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 794216860.0,
      "total_employees": 10,
      "filing_date": "2025-05-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 936969533.0,
      "total_employees": 11,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $794,216,860 to $936,969,533 (+18%).",
        "No longer lists an office in Bonita Springs, FL.",
        "Registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$7,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $7,500"
        ],
        "quotes": [
          "The Advisor does impose a minimum annual fee of $7,500 per household. Clients may have this fee waived at the sole discretion of the Advisor."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 7500.0,
      "planning": []
    },
    "quotes": [
      "The Advisor does impose a minimum annual fee of $7,500 per household. Clients may have this fee waived at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "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/stonebrook-private-llc-northville-mi-325434.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 319,
      "fewer_than_5": false,
      "raum": 96795732.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 263,
      "fewer_than_5": false,
      "raum": 783760951.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 47443790.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 8796500.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 172560.0
    }
  ],
  "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/325434",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}