Stonetree Investment Partners LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 318477
- Registered since
- July 28, 2025
- Website
- www.stonetreeinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Stonetree Investment Partners LLC is a privately owned limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (registration listed for 2025) and serves an institutional client base. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner and managing member of pooled vehicles. Fees are charged as a percentage of assets under management and may include performance-based fees. The firm is not positioned as a capital allocator—it appears to run and manage its own pooled vehicles rather than primarily selecting external managers. Stonetree does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
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
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8333 Douglas Ave
- Time zone
- CT (UTC-6)
- Office locations
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