STONEGATE INVESTMENT GROUP, LLC
CRD #314889 SEC #801-121509 BIRMINGHAM, AL (205) 963-0840
SEC Registered Private Funds
Total AUM
$5.7B
Discretionary
$4.9B
Employees
14
Clients
25
Accounts
2,768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $5.7B | $4.9B | $736.6M | 14 | 2 |
| Feb 2025 | $5.7B | $4.9B | $736.6M | 14 | 2 |
| Nov 2024 | $4.6B | $4B | $671M | 13 | 2 |
| Jun 2024 | $4.6B | $4B | $671M | 13 | 2 |
| Apr 2024 | $4.6B | $4B | $671M | 13 | 2 |
| Mar 2024 | $4.6B | $4B | $671M | 13 | 2 |
| Sep 2023 | $4.1B | $3.5B | $641.9M | 13 | 2 |
| Aug 2023 | $4.1B | $3.5B | $641.9M | 13 | 2 |
| Mar 2023 | $4.1B | $3.5B | $641.9M | 13 | 2 |
| Nov 2022 | $4.1B | $3.4B | $704.2M | 14 | 2 |
| Nov 2022 | $4.1B | $3.4B | $704.2M | 14 | 2 |
| Oct 2022 | $4.1B | $3.4B | $704.2M | 14 | 2 |
| Aug 2022 | $4.1B | $3.4B | $704.2M | 14 | 2 |
| Jul 2022 | $4.1B | $3.4B | $704.2M | 14 | 2 |
| Mar 2022 | $4.1B | $3.4B | $704.2M | 14 | 2 |
| Oct 2021 | $3.6B | $3B | $571.3M | 16 | 0 |
| Oct 2021 | $3.6B | $3B | $571.3M | 16 | 0 |
| Jul 2021 | $0 | $0 | $0 | 13 | 0 |
| Jul 2021 | $0 | $0 | $0 | 13 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$5.7B
Discretionary$4.9B
Non-Disc.$736.6M
Employees14
Clients2
DateFeb 2025
Total AUM$5.7B
Discretionary$4.9B
Non-Disc.$736.6M
Employees14
Clients2
DateNov 2024
Total AUM$4.6B
Discretionary$4B
Non-Disc.$671M
Employees13
Clients2
DateJun 2024
Total AUM$4.6B
Discretionary$4B
Non-Disc.$671M
Employees13
Clients2
DateApr 2024
Total AUM$4.6B
Discretionary$4B
Non-Disc.$671M
Employees13
Clients2
DateMar 2024
Total AUM$4.6B
Discretionary$4B
Non-Disc.$671M
Employees13
Clients2
DateSep 2023
Total AUM$4.1B
Discretionary$3.5B
Non-Disc.$641.9M
Employees13
Clients2
DateAug 2023
Total AUM$4.1B
Discretionary$3.5B
Non-Disc.$641.9M
Employees13
Clients2
DateMar 2023
Total AUM$4.1B
Discretionary$3.5B
Non-Disc.$641.9M
Employees13
Clients2
DateNov 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$704.2M
Employees14
Clients2
DateNov 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$704.2M
Employees14
Clients2
DateOct 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$704.2M
Employees14
Clients2
DateAug 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$704.2M
Employees14
Clients2
DateJul 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$704.2M
Employees14
Clients2
DateMar 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$704.2M
Employees14
Clients2
DateOct 2021
Total AUM$3.6B
Discretionary$3B
Non-Disc.$571.3M
Employees16
Clients0
DateOct 2021
Total AUM$3.6B
Discretionary$3B
Non-Disc.$571.3M
Employees16
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0