STONETREE INVESTMENT PARTNERS LLC

Overview

Stonetree Investment Partners LLC is a privately held limited liability company that serves institutional clients and operates as an advisory and sponsor/manager of pooled investment vehicles. The firm is SEC-registered as of 2025 and is owned by an individual. Its regulatory classification is listed as unclassified. The firm’s advisory mandate is focused on portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of those vehicles. Compensation arrangements combine a percentage-of-assets-under-management fee with performance-based fees. Stonetree is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives