Investment adviser · CRD 332833
STONE TEMPLE PARTNERS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $669M Form ADV · Item 5.F
- Client accounts
- 99 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 6 | $633,339,067 | 94.7% |
| Pooled investment vehicles | 2 | $20,816,477 | 3.1% |
| Charities | Fewer than 5 | $8,672,558 | 1.3% |
| Corporations & businesses | Fewer than 5 | $5,881,179 | 0.9% |
Filing source
Form ADV 2134051 · Sep 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
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
STONE TEMPLE ALTERNATIVE YIELD FUND (QP), A SERIES OF STONE TEMPLE INVESTMENTS LLCLiquidity Fund · Last reported Sep 30, 2026$24MGross asset value
Form D fundraising filings
Stone Temple Alternative Yield Fund (QP), a series of Stone Temple Investments LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
CITIZENS BANK N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-2096135359
- Reported beneficial owners
- 4
- Minimum commitment
- $250K
- Form D file number
- 021-589086
Form ADV 2134051 · Sep 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.
STONE TEMPLE LIQUID ALTERNATIVES FUND LPLiquidity Fund · Last reported Sep 30, 2026$18.7MGross asset value
Form D fundraising filings
Stone Temple Liquid Alternatives Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
CITIZENS BANK N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-6070352177
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-551598
Form ADV 2134051 · Sep 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.
STP CO-INVEST (CI) SELECT FUND I LLCPrivate Equity Fund · Last reported Sep 30, 2026$2.16MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
SANVILLE & COMPANY
PCAOB 169
Fund details & source
- Fund ID
- 805-2884260644
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
- Form D file number
- 021-370125
Form ADV 2134051 · Sep 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: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
420 LEXINGTON AVENUE, SUITE 408NEW YORK, NY, 10170, United States
CRD 332833
Filing source
Form ADV 2134051 · Sep 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.