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STONEPEAK

NEW YORK, NY · CRD 159699 · IAPD ↗ · 212-907-5100

$81.91BRegulatory AUM
186Advisory reps
359Employees
0Clients
n/aPlanning clients
121Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — STONEPEAK added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — STONEPEAK grew from 154 to 186 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — STONEPEAK added office(s): 5 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — STONEPEAK grew from 125 to 154 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
March 2025 — STONEPEAK notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — STONEPEAK grew from 105 to 125 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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