STONE PINE FINANCIAL PARTNERS
  • STONE PINE FINANCIAL PARTNERS
  • STONE PINE FINANCIAL PARTNERS, LLC

{{ Info.Overview }}
cb

Adviser Profile

As of Date 04/13/2026
Registration SEC, Approved, 07/15/2021
Other registrations (3)
ADV Location MEDIA, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 256,750,667 75%
of that, discretionary 256,750,667 75%
Number of Employees 5 25%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 372,642 37%
% High Net Worth 50.50% -2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

257M 220M 183M 147M 110M 73M 37M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser RED SPRUCE CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM256.9m #Funds-
Adviser BOUVEL INVESTMENT PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM374.4m #Funds-
Adviser KRAEMATON INVESTMENT ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM201.5m #Funds-
Adviser OARSMAN CAPITAL, INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.2b #Funds-
Adviser SPC FINANCIAL INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser FEDERMANN FINANCIAL ADVISORS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM108.2m #Funds-
Adviser CARLSBAD WEALTH ADVISORY GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM237.6m #Funds-
Adviser GEMMER ASSET MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.4b #Funds-
Adviser AMPHORA WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM196.2m #Funds-
Adviser HOXTON PLANNING & MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM591.5m #Funds-