STONE HOUSE PARTNERS
Firm details
- Headquarters
- BAY HARBOR ISLANDS, Florida
- CRD number
- 167094
- Registered since
- March 28, 2013
- Website
- www.stonehousemgt.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Stone House Partners is a privately held LLC that operates as a hedge fund manager and registered adviser since 2013. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than individualized wealth-management relationships. Its compensation model combines an asset-based fee with performance-based fees. Stone House Partners is not positioned as an ESG-focused or multi-state adviser and does not identify itself as a capital allocator or pension consultant in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JONATHAN WEINSTEIN
Chief Operating OfficerCRD 6723180
Contacts
2 of 2MARK COHEN
Founder & Managing PartnerCRD 4671756
RICHARD COHEN
MemberCRD 6168645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BAY HARBOR ISLANDS, FL
MIAMI DADE
Location
BAY HARBOR ISLANDS, FL
Headquartered in BAY HARBOR ISLANDS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1019 Kane Concourse
- Time zone
- ET (UTC-5)
- Office locations
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