STONE HOUSE INVESTMENT MANAGEMENT, LLC
CRD #139410 SEC #801-106971 TUNKHANNOCK, PA (570) 836-7020
SEC Registered
Total AUM
$669.9M
Discretionary
$669.9M
Employees
16
Clients
0
Accounts
2,461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $669.9M | $669.9M | $0 | 16 | 0 |
| Mar 2025 | $669.9M | $669.9M | $0 | 16 | 0 |
| Oct 2024 | $544.5M | $544.5M | $0 | 17 | 0 |
| Jul 2024 | $544.5M | $544.5M | $0 | 17 | 0 |
| Mar 2024 | $544.5M | $544.5M | $0 | 17 | 0 |
| Nov 2023 | $401.5M | $401.5M | $0 | 13 | 0 |
| Sep 2023 | $401.5M | $401.5M | $0 | 13 | 0 |
| Jul 2023 | $401.5M | $401.5M | $0 | 13 | 0 |
| Mar 2023 | $401.5M | $401.5M | $0 | 13 | 0 |
| Mar 2022 | $407.7M | $407.7M | $0 | 11 | 0 |
| Feb 2022 | $330.8M | $330.8M | $0 | 15 | 0 |
| Jan 2022 | $330.8M | $330.8M | $0 | 15 | 0 |
| Nov 2021 | $330.8M | $330.8M | $0 | 15 | 0 |
| Aug 2021 | $330.8M | $330.8M | $0 | 15 | 0 |
| Jul 2021 | $330.8M | $330.8M | $0 | 15 | 0 |
| Jun 2021 | $330.8M | $330.8M | $0 | 15 | 0 |
| Mar 2021 | $330.8M | $330.8M | $0 | 15 | 0 |
| Dec 2020 | $271.4M | $271.4M | $0 | 11 | 0 |
| Jun 2020 | $271.4M | $271.4M | $0 | 11 | 0 |
| Mar 2020 | $271.4M | $271.4M | $0 | 11 | 0 |
| Nov 2019 | $218.2M | $218.2M | $0 | 10 | 5 |
| Aug 2019 | $218.2M | $218.2M | $0 | 10 | 5 |
| Jul 2019 | $218.2M | $218.2M | $0 | 10 | 5 |
| Apr 2019 | $218.2M | $218.2M | $0 | 10 | 5 |
| Apr 2019 | $218.2M | $218.2M | $0 | 9 | 5 |
| Mar 2019 | $218.2M | $218.2M | $0 | 9 | 5 |
| Dec 2018 | $185.3M | $185.3M | $0 | 6 | 0 |
| Jun 2018 | $185.3M | $185.3M | $0 | 6 | 0 |
| May 2018 | $185.3M | $185.3M | $0 | 6 | 0 |
| Mar 2018 | $185.3M | $185.3M | $0 | 6 | 0 |
| Mar 2018 | $185.3M | $185.3M | $0 | 7 | 0 |
| Jun 2017 | $144.5M | $144.5M | $0 | 7 | 314 |
| Mar 2017 | $144.5M | $144.5M | $0 | 7 | 314 |
| Nov 2016 | $135.7M | $135.7M | $0 | 6 | 290 |
| Jul 2016 | $123M | $123M | $0 | 6 | 290 |
| Jun 2016 | $113.6M | $113.6M | $0 | 6 | 290 |
| Mar 2016 | $113.6M | $113.6M | $0 | 6 | 290 |
| Nov 2015 | $115.5M | $115.5M | $0 | 5 | 270 |
| Jul 2012 | $43.4M | $43.4M | $0 | 1 | 300 |
| Jun 2012 | $43.4M | $43.4M | $0 | 1 | 300 |
| May 2012 | $43.4M | $43.4M | $0 | 1 | 300 |
| May 2012 | $43.4M | $43.4M | $0 | 1 | 300 |
| Apr 2012 | $43.4M | $43.4M | $0 | 1 | 300 |
| Feb 2012 | $43.4M | $43.4M | $0 | 1 | 300 |
| Apr 2011 | $38.4M | $38.4M | $0 | 5 | -- |
| Nov 2010 | $33.6M | $33.6M | $0 | 5 | -- |
| Sep 2010 | $33.6M | $33.6M | $0 | 5 | -- |
| Aug 2010 | $33.6M | $33.6M | $0 | 5 | -- |
| Mar 2010 | $33.6M | $33.6M | $0 | 5 | -- |
| Apr 2009 | $39.5M | $39.5M | $0 | 5 | -- |
| Mar 2009 | $46.4M | $46.4M | $0 | 10 | -- |
| Sep 2008 | $40.6M | $40.6M | $0 | 10 | -- |
| Mar 2008 | $33.7M | $33.7M | $0 | 10 | -- |
| Feb 2008 | $32.9M | $32.9M | $0 | 5 | -- |
| Jan 2008 | $32.9M | $32.9M | $0 | 5 | -- |
| Nov 2007 | $32.7M | $32.7M | $0 | 5 | -- |
| Oct 2007 | $32.7M | $32.7M | $0 | 5 | -- |
| Oct 2007 | $32.7M | $32.7M | $0 | 5 | -- |
| Oct 2007 | $29.9M | $29.9M | $0 | 5 | -- |
| Sep 2007 | $29.9M | $29.9M | $0 | 5 | -- |
DateJul 2025
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$544.5M
Discretionary$544.5M
Non-Disc.$0
Employees17
Clients0
DateJul 2024
Total AUM$544.5M
Discretionary$544.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$544.5M
Discretionary$544.5M
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees13
Clients0
DateSep 2023
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees13
Clients0
DateJul 2023
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$407.7M
Discretionary$407.7M
Non-Disc.$0
Employees11
Clients0
DateFeb 2022
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateJan 2022
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateNov 2021
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateAug 2021
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateJul 2021
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateJun 2021
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees15
Clients0
DateDec 2020
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees11
Clients0
DateNov 2019
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients5
DateAug 2019
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients5
DateJul 2019
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients5
DateApr 2019
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients5
DateApr 2019
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees9
Clients5
DateMar 2019
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees9
Clients5
DateDec 2018
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees7
Clients314
DateMar 2017
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees7
Clients314
DateNov 2016
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees6
Clients290
DateJul 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees6
Clients290
DateJun 2016
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees6
Clients290
DateMar 2016
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees6
Clients290
DateNov 2015
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients270
DateJul 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients300
DateJun 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--