Stone Harbor Investment Partners is a fund manager in New York with $14.98 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Industry
SEC CIK
IRS number
203888589
SEC advisor number
801-65397
FINRA CRD number
138960
AUM ?
$14.98 bn
(as of 22 Apr 22)
Accounts
72
(as of 22 Apr 22)
Employees
83
(31 investment advisory or research)
Address
Stone Harbor Investment Partners
31 WEST 52ND STREET
16TH FLOOR
NEW YORK
NY 10019
31 WEST 52ND STREET
16TH FLOOR
NEW YORK
NY 10019
Office hours
Monday - Friday, 8AM-6PM
Phone
212-548-1022
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wilby, Peter, John | Co-chief Investment Officer and Vice Chair | 12/2005 | < 5% |
Scott, Jeffrey, Stuart | Chief Compliance Officer | 04/2006 | < 5% |
Recupero, Darren, Phillip | Chief Operations Officer | 07/2019 | < 5% |
Craige, James, Edmon | Co-chief Investment Officer | 12/2018 | < 5% |
Aylward, George, Robert | President | 01/2022 | < 5% |
Angerthal, Michael, Aaron | Executive Vice President | 01/2022 | < 5% |
Virtus Investment Partners, Inc. | Sole Shareholder | 01/2022 | > 75% |
Hills, Wendy, Jacqueline | Executive Vice President, General Counsel and Secretary | 01/2022 | < 5% |
Smirl, Richard, William | Executive Vice President | 01/2022 | < 5% |
Virtus Partners, Inc. | Sole Member | 01/2022 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Stone Harbor Investment Partners, LLC | $14.98 bn | |
Stone Harbor Global Funds PLC - Stone Harbor Emerging Markets Debt Blend Portfolio | $404.67 mm | Other Private Fund |
Stone Harbor Investment Funds PLC - Stone Harbor Emerging Markets Debt Fund | $661.78 mm | Other Private Fund |
Stone Harbor Investment Funds PLC - Stone Harbor Emerging Markets Local Currency Debt Fund | $754.29 mm | Other Private Fund |
Stone Harbor Investment Funds PLC - Stone Harbor High Yield Bond Fund | $74.84 mm | Other Private Fund |
Stone Harbor Leveraged Loan Fund LLC | $40.72 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
4
HEATH B MCLENDON
8 Sep 20
4
JAMES E CRAIGE
1 Jul 20
13F-HR
Quarterly holdings report by institutional manager
31 Oct 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
25 Apr 19
13F-HR
Quarterly holdings report by institutional manager
28 Jan 19
13F-HR
Quarterly holdings report by institutional manager
15 Oct 18
13F-HR
Quarterly holdings report by institutional manager
9 Jul 18