Multi-Family OfficeRIA · CRD 323473SEC-Registered

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Stonecreek Private Wealth

STONECREEK PRIVATE WEALTH, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $193 million in assets. It has 1 employee and...

Stonecreek Private Wealth

STONECREEK PRIVATE WEALTH, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $193 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Stonecreek Private Wealth?

Stonecreek Private Wealth has not publicly named any executives, CIOs, or investment committee members. Public records and regulatory filings do not list individual decision-makers (per SEC IARD records). This lack of transparency makes it impossible to identify who is responsible for portfolio management.

What is the minimum wealth threshold to work with Stonecreek?

Stonecreek Private Wealth does not publish a minimum net worth or asset requirement. Without public disclosures, prospective clients would need to contact the firm directly (per the firm's RIA filing). Industry standards for multi-family offices typically range from $5M to $50M in investable assets.

Does Stonecreek Private Wealth make direct investments or commit to funds?

The firm has not disclosed any direct investments, fund commitments, or co-investments. Its public profile indicates it manages assets on a discretionary basis within client accounts, not through proprietary funds or SPVs (per the firm's Form ADV filing). No portfolio companies or deal partners are cited in any public source.

How is Stonecreek Private Wealth related to other Stonecreek entities?

There is no public evidence linking Stonecreek Private Wealth to any other firm sharing the 'Stonecreek' name. The term 'Stonecreek' is common across various financial services firms, but this entity appears to operate independently as a distinct legal LLC (per state business registries).

Where does the underlying wealth at Stonecreek come from?

Stonecreek Private Wealth has not disclosed the source of its clients' wealth. As a multi-family office serving high-net-worth families, the wealth likely originates from business ownership or inherited assets, but no specific families, industries, or fortunes are named in public documents (per the firm's RIA disclosure).

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