Stone-goff Partners

Stone-Goff Management, LLC, established in July 2015 and headquartered in New York, NY, provides investment advisory services to pooled investment vehicles, including Stone-Goff Partners II, III, and IV. Stone-Goff manages these funds based on investment guidelines outlined in the respective governing and offering documents. The firm focuses on lower middle market businesses with enterprise values between $25 million and $100 million, particularly Technology-Driven Services businesses. Stone-Goff's investment strategy emphasizes stable profitability, organic growth, and attractive purchase multiples. The firm employs a systematic investment process involving deal sourcing, due diligence, and decision-making. Stone-Goff manages $466,756,111 in regulatory assets under management on a discretionary basis as of December 31, 2022. Stone-Goff receives management fees and carried interest from the funds, with management fees typically ranging from 1.5% to 2% of committed capital. Stone-Goff does not participate in wrap fee programs and does not vote client securities. The firm has not been subject to disciplinary actions and maintains custody of the funds' assets. Stone-Goff's investment discretion is outlined in the funds' Offering Documents, and the firm does not vote client securities. Stone-Goff has no financial commitments impairing its ability to meet client obligations and has not undergone bankruptcy proceedings.