Stone House Partners

RIASEC RegisteredEst. 2013
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$84.9M
Accounts
2
Employees
2
Advisory reps
3

Firm details

Headquarters
Bay Harbor Islands, Florida
CRD number
167094
Registered since
March 28, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Weinstein

    Jonathan Weinstein

    Chief Operating OfficerCRD 6723180

Contacts

2 of 2
  • Mark Cohen

    Mark Cohen

    Founder & Managing PartnerCRD 4671756

  • Richard Cohen

    MemberCRD 6168645

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth