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STONETREE CAPITAL ADVISORS, LLC

· CRD 160613 · IAPD ↗ · stonetreemgt.com · 847-948-0755

$22.0MRegulatory AUM
2Advisory reps
2Employees
2Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2026 — STONETREE CAPITAL ADVISORS, LLC (location n/a) left the SEC roster (was $22.0M RAUM, 2 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
30
April 2026 — STONETREE CAPITAL ADVISORS, LLC reported RAUM down 39% ($36.1M -> $22.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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