DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••••••••• P•••••••
Legal name S••••••••• M••••••••• L••
Latest filing Apr 24, 2026
First filing on the tape Jun 30, 2021 · 12 filings
SEC status approved since Jul 29, 2021
RAUM
$589M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
15
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$589M as of Apr 24, 2026
Mar 30, 2022$258M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 24, 2026
Mar 30, 20220 then
Employees (5.A)14 as of Apr 24, 2026
Mar 30, 20229 then
Private funds15 as of Apr 24, 2026
Mar 30, 202211 then
RAUM -6.0% over the last fiscal year+8.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $39.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $589M, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$589M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $589M for 15 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••••••• P••••••• I• C•• L• | Private Equity Fund | $170M | 25 | Mar 30, 2023 |
| S••••••••• P••••••• I•• L• | Private Equity Fund | $156M | 60 | Mar 30, 2023 |
| S• A• I••••••••• L•• | Private Equity Fund | $79.3M | 17 | Mar 25, 2021 |
| S••••••••• P••••••• I••• L• | Private Equity Fund | $51.1M | 26 | Mar 26, 2020 |
| S• V••••• I••••••••• L•• | Private Equity Fund | $28.3M | 9 | Mar 25, 2024 |
| S••••••••• P••••••• I• F••• L• | Private Equity Fund | $21.7M | 5 | Mar 30, 2023 |
| S• B•••••••• I••••••••• L•• | Private Equity Fund | $19.9M | 7 | Mar 25, 2024 |
| S• M••• I••••••••• L•• | Private Equity Fund | $17.7M | 9 | Mar 30, 2023 |
| S• S•••••••• I••••••••• L•• | Private Equity Fund | $14.6M | 5 | Mar 30, 2022 |
| S• A••• I••••••••• L•• | Private Equity Fund | $5.7M | 3 | Mar 25, 2024 |
| S••••••••• P••••••• I•• L• | Private Equity Fund | $1.3M | 47 | Oct 30, 2015 |
| S• P•••••• I••••••••• L•• | Private Equity Fund | $750,000 | 8 | Mar 25, 2024 |
| S• C••• I••••••••• L•• | Private Equity Fund | $585,274 | 4 | Mar 26, 2020 |
| S• J•• I••••••••• L•• | Private Equity Fund | $148,298 | 8 | Mar 26, 2020 |
| S• D•• I••••••••• L•• | Private Equity Fund | $58,467 | 5 | Mar 26, 2020 |
| S• D•• I••••••••• L•• | Private Equity Fund | $25,852 | 5 | Mar 26, 2020 |
| S• D•••• I••••••••• L•• | Private Equity Fund | $21,223 | 7 | Mar 25, 2021 |
| S• T•• I••••••••• L•• | Private Equity Fund | $10,096 | 10 | Mar 26, 2020 |
| S• A• I••••••••• L•• | Private Equity Fund | $0 | 4 | Mar 26, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• H•••••• S•••• · Manager And Membercontrolsince 09/2015 · owns 50% to 75%
- G•••• L••••••• M•••• · Manager And Membercontrolsince 09/2015 · owns 50% to 75%
- K••••••• E•••• R•••••• · Chief Financial Officersince 11/2023 · owns less than 5%
- W••••••••• P•••••••• A••• · Chief Compliance Officer & Chief Operating Officersince 01/2020 · owns less than 5%
Related persons
Schedule D 7.A
- S••••••••• P••••••• I• C• G•• L••pooled vehicle sponsorn
- S••••••••• P••••••• I• G•• L•pooled vehicle sponsorn
- S••••••••• P••••••• I•• G•• L••pooled vehicle sponsorn
- S••••••••• P••••••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Boston, MA2 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 15Jun 17, 2025 to Mar 30, 2026
- Advisory employees · 10 to 11Jun 17, 2025 to Mar 30, 2026
- Pooled vehicle clients · 16 to 15Jun 17, 2025 to Mar 30, 2026
- Assets in custody · $626M to $589MJun 17, 2025 to Mar 30, 2026
- Private funds · 16 to 15Jun 17, 2025 to Mar 30, 2026
- Discretionary RAUM · $626M to $589MJun 17, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $626M to $589MJun 17, 2025 to Mar 30, 2026
- RAUM · $626M to $589MJun 17, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 30, 2025 to Jun 17, 2025
- Accounts · 19 to 16May 10, 2024 to Apr 30, 2025
- Advisory employees · 11 to 10May 10, 2024 to Apr 30, 2025
- Pooled vehicle clients · 19 to 16May 10, 2024 to Apr 30, 2025
- Assets in custody · $498M to $626MMay 10, 2024 to Apr 30, 2025
- Employees · 15 to 14May 10, 2024 to Apr 30, 2025
- Private funds · 19 to 16May 10, 2024 to Apr 30, 2025
- Discretionary RAUM · $498M to $626MMay 10, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $498M to $626MMay 10, 2024 to Apr 30, 2025
- RAUM · $498M to $626MMay 10, 2024 to Apr 30, 2025
- Accounts · 15 to 19Apr 28, 2023 to Mar 25, 2024
- Advisory employees · 9 to 11Apr 28, 2023 to Mar 25, 2024
- Pooled vehicle clients · 15 to 19Apr 28, 2023 to Mar 25, 2024
- Assets in custody · $467M to $498MApr 28, 2023 to Mar 25, 2024
- Employees · 11 to 15Apr 28, 2023 to Mar 25, 2024
- Private funds · 15 to 19Apr 28, 2023 to Mar 25, 2024
- Discretionary RAUM · $467M to $498MApr 28, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $467M to $498MApr 28, 2023 to Mar 25, 2024
- RAUM · $467M to $498MApr 28, 2023 to Mar 25, 2024
- Accounts · 11 to 15Nov 15, 2022 to Mar 30, 2023
- Advisory employees · 2 to 9Nov 15, 2022 to Mar 30, 2023
- Pooled vehicle clients · 11 to 15Nov 15, 2022 to Mar 30, 2023
- Assets in custody · $258M to $467MNov 15, 2022 to Mar 30, 2023
- Employees · 9 to 11Nov 15, 2022 to Mar 30, 2023
- Private funds · 11 to 15Nov 15, 2022 to Mar 30, 2023
- Discretionary RAUM · $258M to $467MNov 15, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $258M to $467MNov 15, 2022 to Mar 30, 2023
- RAUM · $258M to $467MNov 15, 2022 to Mar 30, 2023
- Accounts · 10 to 11Jun 30, 2021 to Mar 30, 2022
- Advisory employees · 6 to 2Jun 30, 2021 to Mar 30, 2022
- Business name · S••••••••• M••••••••• L•• to S••••••••• P•••••••Jun 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 10 to 11Jun 30, 2021 to Mar 30, 2022
Signals
3 dated events
- S••••••••• P••••••• reported RAUM $626.1M, up 26% from $497.9M (2024-05-10 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- S••••••••• P••••••• reported RAUM $466.8M, up 81% from $258.3M (2022-11-15 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- S••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- S••••••••• P••••••• · Private Equityshared crd · organization
- S••••••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stone-goff-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S••••G•••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-814-4546reportedpublic record, Form ADV, Apr 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026