Stone-Goff Management, LLC (“Stone-Goff”, the “Firm” or the “Investment
Manager”), a Delaware limited liability company, was organized in July 2015 and is
headquartered in New York, NY. The managing members of Stone-Goff are Hannah
Stone-Craven and Laurens Goff (the “Managing Partners”).
Stone-Goff provides investment advisory services to pooled investment vehicles which are
each hereinafter referred to individually as a “Fund”, and together as the “Funds”. Certain
of the Funds are independent sponsor deals made through special purpose vehicles. Stone-
Goff Partners II, LP, Stone-Goff Partners III, LP and Stone-Goff Partners IV, LP, all
Delaware limited partnerships, are committed capital private funds.
Stone-Goff manages the Funds pursuant to investment guidelines set forth in the relevant
governing and offering documents of the Funds, including any limited partnership
agreement, private placement memorandum and/or subscription agreement (each an
“Offering Document”, and collectively, the “Offering Documents”). The Offering
Documents contain more detailed information about the Funds, including a description of
the investment objective and strategy or strategies employed by the Funds and related
restrictions that serve as a limitation on Stone-Goff’s advice or management. Each
Investor, as defined below, is strongly encouraged to undertake appropriate due diligence,
including but not limited to a review of relevant Offering Documents and the additional
details about Stone-Goff’s investment strategies, methods of analysis and related risks in
Item 8 of this Brochure in considering whether Stone-Goff’s advisory services or
an
investment in a Fund is appropriate to its own circumstances based on all relevant factors
including, but not limited to, the Investor’s own investment objectives, liquidity
requirements, tax situation and risk tolerance before making an investment decision.
Stone-Goff will not tailor its advisory services to the individual investors (each an
“Investor” and collectively the “Investors”), or provide Investors with the right to specify,
or restrict the Funds’ investment objectives or any investment or trading decisions.
Accordingly, an investment in a Fund does not create a client-adviser relationship between
such Investors and Stone-Goff. Each of the Funds are expected to rely on the exception
from the definition of an “investment company” provided by Section 3(c)(1) or 3(c)(7) of
the U.S. Investment Company Act of 1940, as amended (the “1940 Act”).
Each of the Funds have a general partner or other governing entity (each, a “General
Partner). Each General Partner has the ultimate responsibility for decisions relating to
management and operations made on behalf of the relevant Funds and has ultimate
responsibility for the investment decisions made on behalf of such Fund. Each General
Partner delegates investment management and advisory responsibilities for the relevant
Fund to Stone-Goff.
Additional detailed information about Stone-Goff is provided below, including information
about Stone-Goff’s advisory services, investment approach, personnel and affiliations.
Stone-Goff will not participate in wrap fee programs.
As of December 31, 2023, Stone-Goff managed $497,906,522 in regulatory assets under
management (“RAUM”), all on a discretionary basis.