S
$668.7M Total AUM
$43.6M Disc. AUM
-- 3Y CAGR
14 Employees
12 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2024
- Office Locations
- 2
Office Locations
420 Lexington Avenue Suite 408 NEW York NY
-- Park City UT
About Stone Temple Partners LLC
Stone Temple Partners is a private-wealth investment platform serving ultra-high-net-worth families and the advisors who support them. Built by founders who have created multiple family offices, STP provides family office-style advisory services, customized after-tax portfolio construction, disciplined risk management, and access to differentiated, exclusive investment opportunities.
Team overview
-- AVG AGE
$83.6M AVG AUM / ADVISOR
$55.7M AVG AUM / CLIENT
1.8 yrs AVG TENURE
14 Employees
8 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
T
TIMOTHY STEPHEN HALL
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
A
ALEXANDER LOUIS HERMAN
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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J
JEBOAH DAN JOERG
Director
- CRD
- #5370711
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,607,772 | $2,422,654 |
| Non-Discretionary | $625,101,509 | $7,717,303 |
| Total | $668,709,281 | $6,754,639 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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