Firm profile

STONE TEMPLE PARTNERS LLC

NEW YORK, NYCRD 332833Latest ADV March 17, 2026

Stone Temple Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 17, 2026, reports $669M in regulatory assets under management, 11 employees, 7 offices, and 99 accounts.

Assets Under Management
$669M
Employees
11
Offices
7 offices
Total Clients
12
Primary office
NEW YORK, NY
420 LEXINGTON AVENUE, SUITE 408, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOTimothy S. Hall
CCOHelen N. Shin
CFODavid H. Ward

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
6
2
Charitable
25.0%
3
3
Pooled Investment Vehicles
16.7%
2
4
Corporations
8.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$669Mas of March 17, 2026
Discretionary6.5%
$44M
7% of total RAUM6.5%
Non-discretionary93.5%
$625M
93% of total RAUM93.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$669M
Total Accounts99
10Y AUM Change+$669M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee1:1
10Y Employee Change+5 (+83.3%)

* 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.