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STONE RIDGE ADVISORS

· CRD 327875 · IAPD ↗ · 212-431-4676

$36.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2024 — STONE RIDGE ADVISORS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — STONE RIDGE ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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