Why We Built a Different Kind of Fund Administrator
Stone Coast was founded to solve the service problems fund managers couldn’t ignore: turnover, inaccuracy, and indifference. Our story is about building a model where people stay, work gets done right, and clients are always the priority.
Our Focus
Stone Coast seeks to do one thing, extraordinarily well: provide institutional-grade administration for U.S. and offshore private funds. From a single office, and with the closest ties between ownership, clients, and staff. We keep it simple.
Engagement
Stone Coast has no external investors, passive ownership, or debt. We have no affiliates or side engagements. Owners and senior staff are intimately familiar and involved daily with clients and staff and are fully accountable for the satisfaction of both.
Commitment
Stone Coast does not outsource or offshore any work, and clients have direct access to the Maine-based teams that do their work. Responsibility for each fund resides with primary service representatives working in small teams with redundant coverage. Assignments and workloads are managed so that teams can aspire to perfect service.
We’ll Prove It
Client proposals are accompanied by Stone Coast’s client list. Reach out to any client, without our stage management or cherry-picking; whether small and simple or large and complex, their satisfaction is the best evidence of what all clients can expect.
What Mattered Then, Still Matters Now
Starting in 2006 with two founders, Stone Coast has grown to 225 staff. While our service offerings, technology, and client base continually expand, our core precepts sustain.
Accountable
Stone Coast is owned entirely by senior management, all of whom are available and accountable to clients each day.
Institutional
Stone Coast caters to large institutional clients. Our services and control environment are driven by best practice and are designed for institutional due diligence and investor and client comfort.
Staff-Focused
The best service requires the best staff, and Stone Coast is an outlier for seniority (averaging 14 years’ industry experience) and stability (averaging 91% annual retention since inception). We focus on employee development, workload management, and retention. You get continuity and excellence.
Service Over Sales
Stone Coast’s growth has been fueled by referrals, reputation, and extraordinarily happy clients. The quality of our work and relationships is paramount.
The Last Administrator Decision You’ll Ever Need to Make
Pairing outstanding staff with outstanding clients – for the long term. Stone Coast offers best-in-class services to growing, institutionally oriented clients.
14 Years
Average Staff Industry Experience
91%
Average Staff Retention Rate
>$900M
Average Client Relationship Size
0.4%
Average Client Attrition to Larger Administrators
Explore Careers at Stone Coast
The quality of our services derives solely from the quality of our people.
“Through 19 years we’ve built a business model that depends entirely on service quality, client satisfaction, and positive reputation. Put otherwise, our business depends entirely on the trust that our clients and their investors place in our people and work product, and on our ability to consistently meet our clients' needs over time.”
Founder & Principal of Stone Coast
We hire experienced professionals who stay and grow with us. Their deep knowledge and long tenure deliver unmatched continuity and care.
Our technology platform is designed for precision, transparency, and speed. Every tool supports our people in delivering exceptional client service.
Where We Started Matters. But Where You’re Going Matters More.
