Sign in Sign up for free

Stony Brook Partners, LLC (Princeton)


Stony Brook Partners, LLC is a large advisory firm based in Princeton. It manages $220.41 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Stony Brook Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stony Brook Partners: assets under management

The assets under management (AUM) of Stony Brook Partners, LLC is $220.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $220.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stony Brook Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Princeton

The principal office where Stony Brook Partners, LLC performs its advisory services is located at 47 Hulfish Street, Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-683-8200 or by fax 609-683-9483. The normal business hours are 8:30am-5:00pm on Monday - Friday.


Registered investment advisers similar to Stony Brook Partners, LLC