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 LLC is a small, SEC-registered hedge fund that provides portfolio management for pooled investment vehicles. Established for SEC registration in 2013, the firm is owned by an individual and positions itself to serve institutional clients. Its compensation mix combines a percentage-of-assets fee with performance-based fees, and the firm does not present itself as an ESG investor or as a multi-state adviser. The firm’s advisory activity centers on running pooled vehicles rather than one-off wealth-management mandates. While it reports relationships with third-party alternative managers (see below), Stone House Partners itself is not labeled as a capital allocator in the snapshot 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 1
Jonathan Weinstein
Chief Operating OfficerCRD 6723180
Contacts
2 of 2
Mark 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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