BAY HARBOR ISLANDS, FLCRD 167094Latest ADV March 26, 2026
Stone House Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bay Harbor Islands, FL. Its latest Form ADV filing, dated March 26, 2026, reports $170M in regulatory assets under management, 2 employees, and 2 accounts.
Assets Under Management
$170M
Employees
2
Offices
--
Total Clients
<5
Primary office
BAY HARBOR ISLANDS, FL
1019 KANE CONCOURSE, SUITE 202, BAY HARBOR ISLANDS, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 26, 2026
Discretionary100.0%
$170M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$170M
Total Accounts2
10Y AUM Change+$131M (+338.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.