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STONE TEMPLE PARTNERS LLC
CRD 332833File 801-131108
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$668.7M
Above cohort median (national)
Discretionary AUM
$43.6M
Non-discretionary $625.1M
Clients
12
99 accounts
Employees
11
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 16, 2024
- Principal office
- 420 LEXINGTON AVENUE, SUITE 408, NEW YORK, NY, 10170
- Phone
- (203) 253-1823
- Website
- https://www.stpartners.co/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $668.7M
- Discretionary AUM
- $43.6M
- Non-discretionary AUM
- $625.1M
- Discretionary accounts
- 18
- Non-discretionary accounts
- 81
- Total accounts
- 99
- AUM per client
- $55.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.9M |
| Charitable organizations | Fewer than 5 | $8.7M |
| High net worth individuals | 6 | $633.3M |
| Pooled investment vehicles | 2 | $20.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 13 | 14 | increased by1 |
| Jun 1, 2026 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 9 | 12 | increased by3 |
| Apr 1, 2026 | AUM | $619,779,937 | $668,709,281 | increased by$48,929,344 |
| Apr 1, 2026 | Accounts | 70 | 99 | increased by29 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 12 | increased by4 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONE TEMPLE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONE TEMPLE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.