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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 14 27.27%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 07/29/2021
Other registrations (3)
Former registrations

STONE-GOFF MANAGEMENT, LLC

AUM* 626,147,360 34.15%
of that, discretionary 626,147,360 34.15%
Private Fund GAV* 715,782,429 26.14%
Avg Account Size 39,134,210 25.76%
SMA’s No
Private Funds 17 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
467M 400M 333M 267M 200M 133M 67M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count17 GAV$715,782,429

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