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Stonetree Capital Advisors, LLC

CRD 160613SEC# 801-74378
Export (members)
No longer SEC-registered. Stonetree Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,937 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$22M
Fund GAV
$21.6M
Private funds
1
Employees
2
Accounts
2
Location

Stonetree Capital Advisors, LLC assets under management

Stonetree Capital Advisors, LLC is an investment advisory firm registered with the SEC. It reports $22 million in regulatory assets under management and employs 2 people. Stonetree Capital Advisors, LLC manages 1 private fund with combined gross assets of $21.6 million, including Stonetree Capital Fund IV, LP. By regulatory assets, it ranks 5,937 of 6,004 private fund managers.

Stonetree Capital Advisors, LLC private funds

1 funds · $21.6M GAV
FundTypeGross assetsMin.
Stonetree Capital Fund IV, LPPrivate Equity$21.6M$500K

Stonetree Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Patrick J. Casey ControlManaging Member And Chief Compliance OfficerUnder 5%2011
Stonetree Capital Management, LLC ControlSole OwnerOver 75%2011
Patrick J. Casey ControlSole OwnerOver 75%2011

Frequently asked questions

How much does Stonetree Capital Advisors, LLC manage?

Stonetree Capital Advisors, LLC reports $22 million in regulatory assets under management on its Form ADV.

How many private funds does Stonetree Capital Advisors, LLC manage?

Stonetree Capital Advisors, LLC manages 1 private funds with combined gross assets of $21.6 million.

How many employees does Stonetree Capital Advisors, LLC have?

Stonetree Capital Advisors, LLC reports 2 employees.

Does Stonetree Capital Advisors, LLC disclose fund performance?

Stonetree Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8 a.m. To 5 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$22M▼ 39%
Mar '25 — $36.1MApr '25 — $36.1MMay '25 — $36.1MJun '25 — $36.1MJul '25 — $36.1MAug '25 — $36.1MSep '25 — $36.1MOct '25 — $36.1MNov '25 — $36.1MDec '25 — $36.1MJan '26 — $36.1MFeb '26 — $36.1MMar '26 — $22MApr '26 — $22MMay '26 — $22MJun '26 — $22M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$22Mregulatory AUM
Discretionary $22M

Service providers

Auditor
Custodian