STONE HOUSE PARTNERS

1019 Kane Concourse
Suite 202
Bay Harbor Islands, Florida 33154
Tel: (212) 543-1500

About STONE HOUSE PARTNERS

STONE HOUSE PARTNERS, formally registered with the SEC as STONE HOUSE PARTNERS. The firm was established in 03/28/2013. They have over 1 offices throughout the country.

STONE HOUSE PARTNERS is a Bay Harbor Islands, Florida based Financial Planning firm with nearly $240,244,421 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167094
SEC#	801-77761
Assets Managed by Firm	$240,244,421
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$240,244,421

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