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STONE RUN CAPITAL, LLC

NEW YORK, NY · CRD 152078 · IAPD ↗ · stoneruncapital.com · 646-701-6087

$335.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
2Private funds
4States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — STONE RUN CAPITAL, LLC (NEW YORK, NY) left the SEC roster (was $335.0M RAUM, 4 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
45
April 2024 — STONE RUN CAPITAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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