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Adviser Profile

As of Date 05/10/2024
Adviser Type - Large advisory firm
Number of Employees 15 36.36%
of those in investment advisory functions 11 22.22%
Registration SEC, Approved, 07/29/2021
Other registrations (3)
Former registrations

STONE-GOFF MANAGEMENT, LLC

AUM* 497,906,522 6.67%
of that, discretionary 497,906,522 6.67%
Private Fund GAV* 567,466,051 9.43%
Avg Account Size 26,205,606 -15.78%
SMA’s No
Private Funds 19 4
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

Recent News

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 Count19 GAV$567,466,051

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Brochure Summary

Overview

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.