Stone Harbor Investment Partners LP

Stone Harbor Investment Partners LP (CRD# 138960) is a financial advisory firm headquartered in New York, NY. They manage $39,321,000,000 in 197 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39,321
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $199,598,985
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stone Harbor Investment Partners LP
Showing 1 - 8 of 8 top financial advisors.
1
James E. Craige
CRD#: 2030797
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

James Craige (CRD# 2030797) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 27 years of experience in the finance industry.

2
Thomas K. Flanagan
CRD#: 2241370
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

Thomas Flanagan (CRD# 2241370) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 25 years of experience in the finance industry.

3
Roger M. Lavan
CRD#: 1379472
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

Roger Lavan (CRD# 1379472) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 32 years of experience in the finance industry.

4
Teri L. Savage
CRD#: 3123630
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

Teri Savage (CRD# 3123630) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 13 years of experience in the finance industry.

5
David A. Torchia
CRD#: 1340768
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

David Torchia (CRD# 1340768) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 32 years of experience in the finance industry.

6
Peter J. Wilby
CRD#: 2243217
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

Peter Wilby (CRD# 2243217) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 24 years of experience in the finance industry.

7
Victor R. Yannotta
CRD#: 4570837
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

Victor Yannotta (CRD# 4570837) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 13 years of experience in the finance industry.

8
Joseph Zee
CRD#: 2512073
31 West 52nd Street, 17th Floor, New York, NY 10019
93
Wealthminder
score

Joseph Zee (CRD# 2512073) is an Investment Advisor Representative working at Stone Harbor Investment Partners LP in New York, NY and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.