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STONEBROOK PRIVATE LLC
CRD 325434 · SEC 801-127617
182 E MAIN STREET, NORTHVILLE, MI, 48167, United States
Phone
(248) 349-3027
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$937.0M
Discretionary AUM
$877.2M
Team
11 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 319 | $96.8M |
| High net worth individuals | 263 | $783.8M |
| Pension/profit sharing plans | 3 | $47.4M |
| Charitable organizations | 9 | $8.8M |
| Corporations/business entities | 2 | $173K |
States served
CA, CO, IL, MI, NE, NJ, NY, OH, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD