Stonetree Investment Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$196M
Discretionary
$196M
100% of AUM
Avg account
$32.6M
Accounts
6
Employees
6
Advisory reps
0

Firm details

Headquarters
Dallas, Texas
CRD number
318477
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth