Stone Harbor Investment Partners LP
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-4 YoYRank #3164 of mapped providers
Assets under administration$217M0.0%Market share · rank #1068
Fees received$68,347Median $34,174/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Stone Harbor Investment Partners LP plan look like?
Service mix · median fees per plan
Count of plans where Stone Harbor Investment Partners LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 2 | $34,174 |
Competitor overlap
Percent of Stone Harbor Investment Partners LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Stone Harbor Investment Partners LP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Stone Harbor Investment Partners LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNILEVER UNITED STATES, INCNJ · 132915928-002 | Morgan Stanley | $893M |
TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,MO · 486031851-001 | Segal Marco Advisors | $140M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF SHEET METAL WORKERS LOCAL 33 PENSION PLANOH · 346514741-001 | $200M | 1,341 | $68,347 | 10y | - |
RIVIANA FOODS INC.PA · 760177572-003 | $17M | 616 | $0 | 7y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Stone Harbor Investment Partners LP.
- ISN SOFTWARE CORPORATION
- ISOLUTIONS, INC.
- STONE HARBOER INVESTMENT PARTNERS L
- STONE HARBOR
- STONE HARBOR INVESTMENT PARTNERS
- STONE HARBOR INVESTMENT PARTNERS L
- STONE HARBOR INVESTMENT PARTNERS LP
- STONE HARBOUR
- STONEHARBOR INVESTMENT PARTNERS LP
- STONEHARBOR INVESTMENT PARTNERS, LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Stone Harbor Investment Partners LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Stone Harbor Investment Partners LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Stone Harbor Investment Partners LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Allota Farley Co., LPA | 1 | 50.0% |