9AT: STONE CREEK CAPITAL MANAGEMENT LLC

Advisers
STONE CREEK CAPITAL MANAGEMENT LLC
Summary

STONE CREEK CAPITAL MANAGEMENT LLC

Summary Contacts Historical News Filings Brochure Private Funds Service Providers

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other names

STONE CREEK CAPITAL MANAGEMENT LLC

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Adviser Profile

As of Date	03/22/2024
Adviser Type - Related adviser
Number of Employees	2 -33.33%
of those in investment advisory functions	1
Registration	SEC, Approved, 02/07/2017

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	(60 xxxxxxx
Websites

Details

https://stonecreekmarginlending.com

Client Types

Advisory Activities

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

Discretionary

Non-discretionary

1 1 1 1

2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary

Overview

Stone Creek Capital Management, LLC (“Stone Creek”) is organized as a Limited Liability Company under the laws of the State of Florida. This Brochure provides information regarding the qualifications, business practices and consulting services provided by Stone Creek. Stone Creek has been in business since 2017 and is owned by Merit Holdings, LLC. Stone Creek has partnered with its broker-dealer custodians for margin loans to be offered to its clients. In this program, clients engage Stone Creek as a consultant on a negotiable fixed fee basis to assist in procuring the margin loan between the client and the

broker-dealer custodian. Stone Creek provides ongoing consulting and other related services to these accounts as requested by the client. These services are tailored to meet the needs of individual clients and include but are not necessarily limited to performance reporting and access to research. Stone Creek does not manage client assets, either on a discretionary or non-discretionary basis. Stone Creek has an economic incentive to recommend its advisory services to clients as it will earn more fees, presenting a conflict of interest. You should be aware that you may obtain these services elsewhere in the market for less.

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