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Building 2STONE TEMPLE PARTNERS LLC

Map pinNEW YORK, NY
Phone(203) 253-1823
NotebookSEC #801-131108
Total AUM
$668.7M
Employees
13
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 LEXINGTON AVENUE
SUITE 408
NEW YORK
NY 10170
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(203) 253-1823
Other Offices
7

ReceiptFinancials

Total AUM
$668.7M
Accounts
99
Discretionary
$43.6M
Accounts
18
Non-Discretionary
$625.1M
Accounts
81

ContactClients

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HNW Individual Clients
6
AUM
$633.3M
Pooled Vehicle Clients
2
AUM
$20.8M
Charitable Organization Clients
3
AUM
$8.7M
Corporation or Business Clients
1
AUM
$5.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTPAUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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