RIA Intel›Advisers›New York›STONE HARBOR INVESTMENT PARTNERS, LLC

STONE HARBOR INVESTMENT PARTNERS, LLC

Advisory

N·NEW YORK, NY

Data as of Apr 22, 2022 · Source: SEC Form ADV

Total AUM

$15.0B

1-Year AUM Growth

-11.5%

3-Year CAGR

-16.9%

Employees

31

Assets Under Management

Total AUM$15.0B

Discretionary AUM$14.7B

Non-Discretionary AUM$269M

Discretionary %98.2%

Total Clients—

Team

Total Employees31

Investment Advisers83

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingDec 14, 2005

Latest FilingApr 22, 2022

🔒 Full AUM trend chart and 33 historical filings spanning 17+ years

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 STONE HARBOR INVESTMENT PARTNERS, LLC

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