StoneTree Investment Partners is an investment management firm that manages investments for privately offered pooled investment vehicles. StoneTree aims to generate capital appreciation through direct and indirect investments in lower middle market industrial businesses. StoneTree's services include investment advice, structuring potential investments, monitoring portfolio company performance, and advising on disposition opportunities. Investors in the funds cannot obtain services tailored to their individual needs.
Fee Structure
StoneTree Investment Partners manages investments for privately offered pooled investment vehicles. StoneTree receives a management fee calculated as a percentage of the capital commitments of the investors. Generally, management fees can range up to 2.0% annually. StoneTree may waive or reduce the management fee for certain investors, including employees or affiliates of StoneTree. The management fees are typically paid by the Funds quarterly in advance.