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Building 2STONETREE INVESTMENT PARTNERS LLC

Map pinDALLAS, TX
Phone214-226-2665
NotebookSEC #801-134016
Total AUM
$195.7M
Employees
6
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8333 DOUGLAS AVENUE
SUITE 1260
DALLAS
TX 75225
United States
Operating Hours
8:30AM - 6PM
Monday - Friday
Phone
214-226-2665

ReceiptFinancials

Total AUM
$195.7M
Accounts
6
Discretionary
$195.7M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$195.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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