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STONE-GOFF PARTNERS

NEW YORK, NY · CRD 281205 · IAPD ↗ · 646-814-4546

$588.6MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
15Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — STONE-GOFF PARTNERS crossed $500M in regulatory AUM ($497.9M -> $626.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — STONE-GOFF PARTNERS grew from 9 to 11 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.