# Stone Fortress Wealth Strategies

Stone Fortress Wealth Strategies is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** stonefortresswealth.com
- **LinkedIn:** https://www.linkedin.com/company/jim-clark-cfa

## Regulatory record

- **CRD number:** 331873
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331873

## About

STONE FORTRESS WEALTH STRATEGIES is a state-registered investment adviser in PHILADELPHIA, PA. The firm manages $56 million in assets, $47 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### What is the firm's known posture on co-investments alongside external GPs?

No co-investment activity, club deals, or fund commitments attributable to Stone Fortress Wealth Strategies have been identified. Without a verifiable track record or disclosed deal flow, the firm's appetite for direct co-investing or GP relationships is unknown.

### Are there any publicly reported holdings or portfolio companies?

None have been identified in 13F filings, limited-partner disclosures, press releases, or trade-publication deal announcements. The firm's investment activity, if any, has remained entirely outside the public domain.

### How can an allocator begin diligence on a firm with no public footprint?

Diligence should start with a direct request for audited financials, a list of key principals with their professional histories, and a written description of the firm's legal structure and regulatory status. References from private banks, trust companies, or law firms that have worked with the principals are often the only available validation for operations of this opacity.

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Last updated: 2026-07-11T13:15:28.000Z

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