Investment adviser · CRD 162936

SOAPSTONE MANAGEMENT L.P.

Investment adviser filing (IA)

BETHESDA, MD, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$610M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$610,062,541100.0%
Filing source

Form ADV 2085374 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SOAPSTONE CAPITAL, L.P.Hedge Fund · Last reported Mar 30, 2026$610MGross asset value

Form D fundraising filings

Soapstone Capital L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

MORGAN STANLEY & CO. LLC
SEC 8-15869

PERSHING LLC
SEC 8-17574

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

PERSHING LLC
CRD 7560 · SEC 8-17574

Fund details & source
Fund ID
805-3181624193
Reported beneficial owners
51
Minimum commitment
$5M
Form D file number
021-265385

Form ADV 2085374 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

7500 OLD GEORGETOWN ROAD, SUITE 200
BETHESDA, MD, 20814, United States

CRD 162936

Filing source

Form ADV 2085374 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.