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STONETREE INVESTMENT PARTNERS LLC

DALLAS, TX · CRD 318477 · IAPD ↗ · stonetreeinvest.com · 214-226-2665

$195.7MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2025 — STONETREE INVESTMENT PARTNERS LLC (DALLAS, TX) is newly SEC-registered with $193.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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