Stone Capital Partners, LLC

Stone Capital Partners is a newly formed, single‑manager investment adviser that provides discretionary portfolio management to accredited individual investors rather than offering tailored financial planning or non‑discretionary services. Unlike many managers in this category that focus on pooled or institutional assets, the firm limits its client base to accredited individuals and applies its strategies on an account‑by‑account basis.

The firm follows a technically driven trading approach, using momentum indicators and swing‑trade techniques to take long and short positions, with the majority of exposure in listed equities and limited use of listed options via spread strategies. Risk controls include position sizing, stop orders, and an explicit policy against naked option positions, and accounts are managed to seek volatility‑driven opportunities across sectors such as technology and other innovative businesses.

Notable operational features include that all managed accounts are subject to both asset‑based and performance‑based compensation, and the firm does not maintain side‑by‑side arrangements that exempt any accounts from performance fees. The adviser uses a single third‑party custodian/broker, does not accept directed brokerage, generally will not participate in IPOs or syndicate offerings, and does not vote proxies on clients’ behalf.