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Stone Pine Financial Partners, LLC

● SEC registered since 2021CRD 175287SEC# 801-121762Media, PA
Export (members)
Reg. AUM
$199M
Employees
5
Accounts
639
Location
Media, PA

Stone Pine Financial Partners, LLC assets under management

Stone Pine Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Media, PA. The firm has been registered since 2021. It reports $199 million in regulatory assets under management and employs 5 people.
www.stonepinefinancial.comView on SEC.gov ↗

Stone Pine Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Harrod Herron ControlManaging Partner50-75%2013
Kevin J. Manning ControlManaging Partner And Cco50-75%2013

Frequently asked questions

How much does Stone Pine Financial Partners, LLC manage?

Stone Pine Financial Partners, LLC reports $199 million in regulatory assets under management on its Form ADV.

How many employees does Stone Pine Financial Partners, LLC have?

Stone Pine Financial Partners, LLC reports 5 employees.

Where is Stone Pine Financial Partners, LLC located?

Stone Pine Financial Partners, LLC is based in Media, PA and has been SEC-registered since 2021.

Does Stone Pine Financial Partners, LLC disclose fund performance?

Stone Pine Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address208 W. Front St, Media, PA 19063
Phone610-565-9181
Office hours8 a.m. - 6 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$199M
Non-discretionary$0
Total (RAUM)$199M