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Stone Toro Investment Advisers LP (Princeton)


Stone Toro Investment Advisers LP is an adviser based in Princeton. It manages $24.55 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

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Stone Toro Investment Advisers provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stone Toro Investment Advisers: assets under management

The assets under management (AUM) of Stone Toro Investment Advisers LP is $24.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.72 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stone Toro Investment Advisers LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Horace Clark Jenkins Trustee 1 Oct 1982 Other 6451992
Michael Joseph Jarzyna Managing member 1 Nov 2009 25% - 50% 2247926
Richard Horace Jenkins Managing member 1 Nov 2009 25% - 50% 3036665
Jeffrey Lawrence Russo Managing member 1 Nov 2009 25% - 50% 4019493

Based in Princeton

The principal office where Stone Toro Investment Advisers LP performs its advisory services is located at 189 Carter Road, Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-778-5764 or by fax 888-442-4407. The normal business hours are 8:00 - 6:00 on Other. You can find more information about the New York firm at stonetoro.com.


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