Stonetree Capital Advisors, LLC
CRD 160613SEC# 801-74378
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 #5,915 of 5,974 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 5,915 of 5,974 private fund managers.
Stonetree Capital Advisors, LLC private funds
1 funds · $21.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Stonetree Capital Fund IV, LP | Private Equity | $21.6M | $500K |
Stonetree Capital Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick J. Casey Control | Managing Member And Chief Compliance Officer | Under 5% | 2011 |
| Stonetree Capital Management, LLC Control | Sole Owner | Over 75% | 2011 |
| Patrick J. Casey Control | Sole Owner | Over 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 hours | 8 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$22M▼ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,369 advisers
AUM vs fund managersTop 99%
Larger than 1% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$22Mregulatory AUM
Discretionary $22M
Service providers
Auditor
Custodian