Stonecrest Partners is a boutique, independent financial services company providing a flexible investment platform for private individuals, international family offices, institutions and independent advisors.
Because we are independent, you have access to a broad array of markets, asset managers, and opportunities beyond the limitations of ordinary firms.
Our client assets are secure. All transactions are cleared through, and accounts are held at, Pershing LLC, a BNY Mellon Company. As of June 2025, Pershing held approximately $2.8 trillion in global client assets and maintained regulatory net capital of over $2.0 billion. In the same period, BNY Mellon was the world's largest global custodian with $55.8 trillion in assets under custody and $2.1 trillion in assets under management.
Stonecrest Partners has a global perspective. Our International Division has locations in Miami, Florida and San Juan, Puerto Rico, and serves clients in Europe and Latin America.
REAL ESTATE 1031 DST
Stonecrest Partners has dedicated professionals specializing in alternative investment products that fill a need for flexible investment of real estate proceeds that satisfy IRC Section 1031 exchange requirements. An investor can use a beneficial interest in a properly structured DST (Delaware Statutory Trust) as replacement property in a 1031 tax deferred exchange. All 1031 DST products are offered through Stonecrest Capital Markets, Inc., member of FINRA and SIPC.