Stone Creek Group, LLC

The Stone Creek Group, LLC provides discretionary investment advisory and portfolio management to individuals, trusts, estates, charitable organizations and business entities, serving both high‑net‑worth and non‑HNW clients across a limited client base. In addition to investment management and occasional non‑investment consulting, the firm sponsors and offers participation in private limited‑partnership funds (listed as SCG Fund I, II and III) that clients may join as limited partners.

The firm’s investment approach emphasizes strategic asset allocation, diversification, systematic rebalancing, tax‑aware management and the use of institutional share classes, and is grounded in a belief in market efficiency and long‑term investing. Stone Creek generally provides discretionary management (while accommodating client‑imposed restrictions) and uses a qualified custodian relationship for account custody and trade execution.

Distinctive aspects of the firm include its solo‑practitioner structure managing roughly $250 million in assets while also acting as a private fund adviser and fund sponsor through a separate SCG Fund Management entity that serves as general partner of single‑investment limited partnerships. These affiliated fund activities, related family‑office/consulting services, and certain standing transfer authorities that create custody considerations are disclosed in the brochure; the firm describes mitigation measures such as similar fee treatment for fund management, client disclosures, and periodic independent audits related to transfer arrangements.