Stonecrest Partners
Financial Services • 
Austin, Texas, United States • 21-50 Employees
Company overview
| Headquarters | 300 W 6th St, Austin, Texas 78701, US |
| Phone number | +18663421069 |
| Website | |
| NAICS | 52 |
| SIC | 616 |
| Keywords | High Yield Bonds, Financial Services, Wealth Management, Structured Products, Lending, Fixed Income, Financial Planning, Private Equity Funds, Insurance Products, Private Placement Investing, International Wealth Mangement |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
Key Contacts at Stonecrest Partners
Paul Howell
Director Of Capital Markets
Enrique Pascual-Imbert
Managing Director
David Weibel
Co-Founder And Chairman
Tensy Llavat
Managing Director
Stonecrest Partners Email Formats
Stonecrest Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@stonecrestpartners.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stonecrestpartners.com | 70% |
{first name}{last name} | johndoe@stonecrestpartners.com | 15% |
{first initial}{first3} | j{first3}@stonecrestpartners.com | 5% |
{last name}{first3} | doe{first3}@stonecrestpartners.com | 5% |
{last name}{last name} | doedoe@stonecrestpartners.com | 5% |
About Stonecrest Partners
Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management Group, and Stonecrest Investment Management. Stonecrest Capital Markets is a FINRA registered Broker Dealer primarily focused on institutional and retail trading, insurance products, alternative investments, and private placements. The firm has a history in fixed-income, with expertise in mortgage- and asset-backed securities trading. We have a trading and a compliance team to support our wealth management clients. Our investment banking activities are currently focused on Puerto Rico businesses and projects. Stonecrest Advisors is a fee-based independent Investment Advisory platform with operations in Texas, New Jersey, and Puerto Rico and affiliates in Latin America. Our Advisors and Certified Financial Planners focus on Wealth Management, Asset Management, Estate Planning and Insurance products. Advisors interested in more information may contact Dave Jones at djones@stonecrestpartners.com. Stonecrest Investment Management is an asset manager with emphasis on managing Puerto Rico Act 60 Private Equity Funds (https://stonecrestinvest.com) as well as real estate and renewable energy development. Winlo Management Group (https://www.winlogroup.com), a Puerto Rico broker dealer focused on investment banking and exported financial services, is the sister company to Stonecrest Capital Markets and Stonecrest Advisors. Stonecrest Partners has grown organically over the years to serve an expanding U.S., Puerto Rico and Global clientele.
Stonecrest Partners revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Stonecrest Partners has 18 employees across 7 departments.
Departments
Number of employees
Funding Data
Stonecrest Partners has never raised funding before.
Stonecrest Partners Tech Stack
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