← Tributary

KSTONE PARTNERS LLC

· CRD 149931 · IAPD ↗ · kstonepartners.com · 914-689-4800

$30.7MRegulatory AUM
3Advisory reps
5Employees
4Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
February 2025 — KSTONE PARTNERS LLC (location n/a) left the SEC roster (was $30.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.