Stone Pine Financial Partners, LLC
● SEC registered since 2021CRD 175287SEC# 801-121762Media, PA
Reg. AUM
$256.8M
Employees
5
Accounts
689
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 $256.8 million in regulatory assets under management and employs 5 people.
Stone Pine Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Harrod Herron Control | Managing Partner | 50-75% | 2013 |
| Kevin J. Manning Control | Managing Partner And Cco | 50-75% | 2013 |
Frequently asked questions
How much does Stone Pine Financial Partners, LLC manage?
Stone Pine Financial Partners, LLC reports $256.8 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
| Address | 208 W. Front St, Media, PA 19063 |
| Phone | 610-565-9181 |
| Office hours | 8 a.m. - 6 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.8M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$256.8Mregulatory AUM
Discretionary $256.8M