Stone Temple Partners LLC
● SEC registered since 2024CRD 332833SEC# 801-131108New York, NY
Ranks #3,518 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$668.7M
Fund GAV
$44.8M
Private funds
3
Employees
11
Accounts
99
Location
New York, NY
About Stone Temple Partners
Stone Temple Partners is a family office-style platform empowering ultra-high-net-worth families and advisors with specialized investment access and advisory services. It offers differentiated opportunities typically reserved for sophisticated investors.
Summary based on the firm’s website.
Stone Temple Partners LLC assets under management
Stone Temple Partners LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2024. It reports $668.7 million in regulatory assets under management and employs 11 people. Stone Temple Partners LLC manages 3 private funds with combined gross assets of $44.8 million, including Stone Temple Alternative Yield Fund (qp), a Series of Stone Temple Investments LLC. By regulatory assets, it ranks 3,518 of 5,980 private fund managers.
Stone Temple Partners LLC private funds
3 funds · $44.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Stone Temple Alternative Yield Fund (qp), a Series of Stone Temple Investments LLC | Liquidity | $24M | $250K |
| Stone Temple Liquid Alternatives Fund LP | Liquidity | $18.7M | $1M |
| Stp Co-Invest (ci) Select Fund I LLC | Private Equity | $2.2M | $100K |
Stone Temple Partners LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Louis Herman Control | Chief Investment Officer | Under 5% | 2024 |
| David Henry Ward Control | Chief Financial Officer & Chief Operating Officer | Under 5% | 2024 |
| Helen Nmn Shin Control | Chief Legal Officer & Chief Compliance Officer | Under 5% | 2024 |
| Stone Temple Partners Holding LLC Control | Holding Company | Over 75% | 2025 |
| Timothy Stephen Hall Control | Chief Executive Officer | Under 5% | 2024 |
| Alexander Louis Herman Control | Member | 25-50% | 2025 |
| David Henry Ward Control | Member | 25-50% | 2025 |
| Stone Temple Legacy LLC Control | Member And Managing Member | Over 75% | 2025 |
| Timothy Stephen Hall Control | Member | 25-50% | 2025 |
Frequently asked questions
How much does Stone Temple Partners LLC manage?
Stone Temple Partners LLC reports $668.7 million in regulatory assets under management on its Form ADV.
How many private funds does Stone Temple Partners LLC manage?
Stone Temple Partners LLC manages 3 private funds with combined gross assets of $44.8 million.
How many employees does Stone Temple Partners LLC have?
Stone Temple Partners LLC reports 11 employees.
Where is Stone Temple Partners LLC located?
Stone Temple Partners LLC is based in New York, NY and has been SEC-registered since 2024.
Does Stone Temple Partners LLC disclose fund performance?
Stone Temple Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 Lexington Avenue, Suite 408, New York, NY 10170 |
| Phone | (203) 253-1823 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$668.7M▲ 11%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,389 advisers
AUM vs fund managersTop 59%
Larger than 41% of 5,980 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 38%
More than 62% of 16,799 advisers
Assets under management
$668.7Mregulatory AUM
Discretionary $43.6MNon-discretionary $625.1M
Fund type mix
Liquidity2
Private Equity1