RIA Intel›Advisers›Pennsylvania›STONE HOUSE INVESTMENT MANAGEMENT, LLC

STONE HOUSE INVESTMENT MANAGEMENT, LLC

Advisory

N·TUNKHANNOCK, PA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$842M

1-Year AUM Growth

+35.6%

3-Year CAGR

+18.5%

Employees

17

Assets Under Management

Total AUM$842M

Discretionary AUM$836M

Non-Discretionary AUM$6M

Discretionary %99.3%

Total Clients1,015

Team

Total Employees17

Investment Advisers18

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record64

First FilingSep 26, 2007

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 19+ 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 HOUSE INVESTMENT MANAGEMENT, LLC

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