RIA Intel›Advisers›Michigan›STONEBROOK PRIVATE LLC

STONEBROOK PRIVATE LLC

Advisory

N·NORTHVILLE, MI

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM

$937M

1-Year AUM Growth

+19.3%

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$937M

Discretionary AUM$877M

Non-Discretionary AUM$60M

Discretionary %93.6%

Total Clients571

Team

Total Employees4

Investment Advisers11

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record16

First FilingMar 9, 2023

Latest FilingFeb 17, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 3+ 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 STONEBROOK PRIVATE LLC

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