STOCK FARM PARTNERS LLC

RIASEC RegisteredEst. 2020
Total AUM
$138M
Discretionary
$138M
100% of AUM
Avg account
$45.9M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
PALO ALTO, California
CRD number
300060
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stock Farm Partners LLC is an SEC-registered investment adviser organized as an LLC and registered in 2020. The firm operates primarily for institutional clients and focuses on managing pooled investment vehicles, where it serves both as an adviser and as a sponsor/GP or managing member of those vehicles. Its fee model combines a percentage-of-assets component with performance-based fees. The firm is not identified as an active ESG investor, and it is not designated as a multi-state adviser or a capital allocator in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BOWMAN WINGARD

    Managing Partner and Chief Compliance OfficerCRD 4158993

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
555 Bryant St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth