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MOORSTONE, L.P.

NEW YORK, NY · CRD 339519 · IAPD ↗ · 646-602-4800

$3.11BRegulatory AUM
5Advisory reps
15Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
October 2026 — MOORSTONE, L.P. reported RAUM up 43% ($2.18B -> $3.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
February 2026 — MOORSTONE, L.P. (NEW YORK, NY) is newly SEC-registered with $2.18B RAUM and 4 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.