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 an institutional registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. Stonetree acts as sponsor, general partner, and managing member for the pooled vehicles it runs. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is not identified as an active ESG investor and is not a multi-state adviser; its SEC registration is recorded as 2025.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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