Stonecrest Partners

Stonecrest Partners

Stonecrest Partners was founded in 2014 by institutional traders and is headquartered in Austin, Texas. It operates as a privately held independent financial services enterprise, giving it structural flexibility that shapes both its advisor platform and its client mandates. The firm runs through two regulated sister companies: Stonecrest Capital Markets, Inc., an introducing broker-dealer and FINRA member, and Stonecrest Advisors, Inc., a registered investment advisor. The firm connects retail and institutional clients to asset managers, public securities, and alternative products. It emphasizes manager access and platform independence, with all customer transactions cleared and custodied through Pershing LLC, a BNY Mellon subsidiary that held roughly $2.8 trillion in global client assets as of June 2025 (per the firm, June 2025). The platform spans traditional portfolio management, financial planning, retirement solutions, and alternative investments. One specific alternative capability is its dedicated 1031 DST desk: the firm uses Delaware Statutory Trusts to help real estate investors complete tax-deferred exchanges under IRC Section 1031. Its geographic reach extends internationally from its Miami and San Juan offices and serves clients in Europe and Latin America. Stonecrest Partners has grown to include offices or affiliates in Miami, New York, Ridgewood (New Jersey), San Antonio, and San Juan, Puerto Rico, alongside its Austin headquarters. In the last year, it publicly appointed Francisco J. Landivar as Managing Director and Javier A. Rodriguez as Senior Portfolio Manager for its Wealth Management Division, signaling continued investment in its advisor-led distribution model. The firm's broker-dealer affiliate, Stonecrest Capital Markets, maintains its SIPC membership, and the entire enterprise operates around the Pershing custody and clearing architecture. A structural feature that departs from a typical RIA is the intentional pairing of a broker-dealer and a registered investment advisor under shared private ownership. This dual-registration allows the firm to serve both commission-based brokerage clients and fee-based advisory clients without an external B-D relationship, while the Pershing arrangement outsources custody and clearing at institutional scale — a deliberate architecture that leaves the firm focused purely on distribution and advice rather than balance-sheet risk.