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| The Stone Creek Group LLC
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|---|---|
| CRD # | 182512 |
| SEC # | 801-124710 |
| CIK # | |
| AUM | $181.3 M (2025-03-21) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 303-226-7370 |
| Address | 2390 W Dartmouth Englewood, CO 80110 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SCG Fund II Co-Invest LP | 2023-01-20 | 3.6 | |
| PE | SCG Fund II LP | 2022-09-07 | 4.6 | |
| PE | SCG Fund I LP | 2022-03-23 | 5.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 12.0 |
| (b) Individuals (high net worth individuals) | 46 | 98.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 13.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 57.5 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 181.3 |
| By Discretionary | ||
| Discretionary | 152 | 150.8 |
| Non-Discretionary | 106 | 30.5 |
| Total | 258 | 181.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.3 | |
| Total | 258 | 181.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Oak Wealth Advisors LLC
✚
|
FL | 0.3 |
|
Bison Capital Advisors LLC
✚
|
OK | 0.2 |
|
Prestige Wealthwide LLC
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UT | 0.2 |
|
Viden Arbor Capital LLC
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0.2 | |
|
Chung Wu Investment Group LLC
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TX | 0.1 |
|
V Delima Investments Inc
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|
0.1 | |
|
Sagent Wealth Management
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|
CA | 0.1 |
|
Backbone Planning Partners LLC
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|
NV | 0.1 |
|
Millennial Advisers LLC
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NY | 0.1 |
|
Omega Capital Management LLC
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|
NJ | 0.0 |