Stonecrest Partners Email Format

Financial ServicesTexas, United States11-50 Employees

Stonecrest Partners is a financial services group comprising several affiliated firms that collectively provide trading, wealth management, asset management, and investment banking services. The organization operates through Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management Group, and Stonecrest Investment Management, with a focus on institutional and retail trading, fixed-income expertise, private placements, and Puerto Rico–focused projects and funds. Its advisory arm offers fee-based investment management, estate planning, asset management, and insurance products, supported by a team of Advisors and Certified Financial Planners across Texas, New Jersey, and Puerto Rico, along with Latin American affiliates. The group’s asset management activities prominently emphasize Puerto Rico Act 60 private equity funds, real estate, and renewable energy development. 

Based in Austin, Texas, Stonecrest Partners has grown to serve a U.S., Puerto Rico, and global clientele through its network of affiliated firms and a sister broker-dealer in Puerto Rico that concentrates on investment banking and exported financial services. A notable recent development includes a partnership with BX3 Capital, reflecting collaboration within the boutique independent financial services sector. The company’ s footprint spans multiple regions, enabling diversified offerings across trading, wealth planning, and investment management. }

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