Stonetree Investment Partners LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 318477
- Website
- www.stonetreeinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Stonetree Investment Partners LLC operates as an institutional registered investment adviser that focuses on managing pooled private investment vehicles for institutional clients. The firm is individually owned and serves an institutional client base under a fee schedule that combines a percentage-of-assets charge with performance-based fees. FINTRX classifies the firm as a sponsor, general partner and managing member of pooled investment vehicles, indicating Stonetree takes on active manager/GP roles for the funds it oversees. The firm is not identified as an active ESG investor.
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
Contacts
2 of 2
Christopher Dupre
Limited PartnerCRD 6210695
Joel Stanwood
PartnerCRD 7507770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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