Stone Pine Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Media, PA. Its latest Form ADV filing, dated April 13, 2026, reports $257M in regulatory assets under management, 5 employees, and 689 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
102
2
Individuals
49.5%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of April 13, 2026
Discretionary100.0%
$257M
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$257M
Total Accounts689
10Y AUM Change+$147M (+134.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee40:1
10Y Employee Change+2 (+66.7%)
* 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.