Stonestreet Financial, Inc.

Overview

Stonestreet Financial, Inc. is an independent registered investment adviser operating as a small, boutique capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Its fee schedule is flexible—percentage of AUM, hourly and fixed-fee engagements are all used depending on client needs. Investment activity centers on pooled public vehicles rather than heavy direct-equity positions: public funds and mutual funds make up the bulk of assets under management. At the same time, Stonestreet Financial, Inc. acts as a conduit to third-party alternative managers, allocating to private equity, venture capital, hedge funds and private placements when appropriate. The firm is not an active ESG investor and operates with a predominance of non-discretionary mandates, suggesting a client-driven implementation model supplemented by selective discretionary sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices