RIA Intel›Advisers›STONETREE CAPITAL ADVISORS, LLC

STONETREE CAPITAL ADVISORS, LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$22M
1-Year AUM Growth
-5.7%
3-Year CAGR
-9.6%
Employees
2
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingFeb 21, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 20 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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