Case Study: Stone Temple Partners achieves scalable private markets planning with Addepar Navigator

How Stone Temple built and manages a 50% private markets strategy using Navigator

Stone Temple Partners, an investment management and wealth advisory firm with a growing private markets allocation, was struggling to manage multi-million-dollar drawdowns, 10-year pacing plans, and portfolio scenarios in fragmented spreadsheets. The manual process made it hard to keep forecasts current and left the firm without a scalable way to show clients what future portfolio outcomes could look like.

Using Addepar Navigator, Stone Temple Partners centralized planning in a continuously updated platform for modeling capital pacing, liquidity, drawdowns, and multi-year scenarios across households and legal entities. Addepar helped the firm close 10–20% allocation gaps, reduce planning time by up to 90%, and estimate a 150 basis point annual return lift by reducing cash drag, while also improving risk oversight and client engagement.

Stone Temple Partners

Alex Herman

Founder & CIO