RIA Intel›Advisers›New York›MOORSTONE, L.P.

MOORSTONE, L.P.

Fund Manager

NEW YORK, NY

Data as of Jan 15, 2026 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$2.2B

Discretionary AUM$1.5B

Non-Discretionary AUM$658M

Discretionary %69.9%

Total Clients9

Team

Total Employees4

Investment Advisers12

Employee Growth (1Y)—

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MOORSTONE, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.