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Adviser Profile

As of Date 05/10/2024
Adviser Type - Large advisory firm
Number of Employees 15 36.36%
of those in investment advisory functions 11 22.22%
Registration SEC, Approved, 07/29/2021
Other registrations (3)
Former registrations

STONE-GOFF MANAGEMENT, LLC

AUM* 497,906,522 6.67%
of that, discretionary 497,906,522 6.67%
Private Fund GAV* 567,466,051 9.43%
Avg Account Size 26,205,606 -15.78%
SMA’s No
Private Funds 19 4
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
467M 400M 333M 267M 200M 133M 67M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count19 GAV$567,466,051

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