The Stonetree Advantage

Stonetree Capital Advisors invests with First Time Funds, but not first-time investors. First-time funds have a special motivation to succeed. Their future is based on a favorable outcome. First-time funds are very focused. Typically, they select investments more diligently and they communicate better. First-time funds are particularly appreciative of their early investors, who are frequently granted priority access to subsequent partnerships. Stonetree Capital Advisors has demonstrated expertise and earned considerable rewards by investing with first-time funds.

The Stonetree Capital Advisors selection criteria are the most comprehensive and unique. The objective of the Stonetree Capital Advisors' due diligence is to select high-quality, small to medium-sized general partnerships. Stonetree Capital Advisor emphasizes investing in highly skilled teams where the assets are large enough to support their activities, but small enough to avail themselves of the maximum number of investment opportunities.

To maintain the Stonetree Capital Advisors Advantage, preferred General Partners will have significant prior success and unquestionable integrity. Stonetree Capital Advisors looks for people with a solid record of accomplishment. Frequently, they will be substantial principals for their first time in a fund. They will have attitudes and a reputation for being shareholder-friendly. Stonetree Capital Advisors places special attention on partnerships that share these same ethics. The General Partners’ reputation for integrity is not only preferred; it is mandatory.

Strong deal flow is essential for superior investment performance. Deal flow is one of the greatest Stonetree Capital Advisors assets: Mr. Casey has excellent, long-established personal relationships with the managing general partners of many private equity funds. Mr. Casey knows when Funds are going to market and is one of the primary investors invited into new funds. Mr. Casey also has a reputation for funding first-time Funds.