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STONE HOUSE PARTNERS

BAY HARBOR ISLANDS, FL · CRD 167094 · IAPD ↗ · stonehousemgt.com · (212) 543-1500

$169.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — STONE HOUSE PARTNERS reported RAUM down 29% ($240.2M -> $169.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
51
April 2024 — STONE HOUSE PARTNERS reported RAUM up 59% ($151.5M -> $240.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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