Full text of STUART PORTFOLIO CONSULTANTS, L.P.'s X-17A-5 filed 2024-02-28 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## STUART PORTFOLIO CONSULTANTS L.P. ## STATEMENT OF FINANCIAL CONDITION AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM DECEMBER 31, 2023 **PUBLIC** {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGECOMMISSION Washington, D.C. 20549** | _______OMB APPROVAL | |--------------------------| | OMB Number:<br>3235-0123 | | Expires: Nov. 30, 2026 | | Estimated average burden | | hours per response: 12 | | | SECFILE NUMBER 8-50721 ## **ANNUAL REPORTS** ## **FORM X-17A-5** #### **PART III** **FACING PAGE** Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING 0 /2023 AND ENDING 12/31/2023 1/01 | MM/DD/YY | MM/DD/YY | |----------|----------| **\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ A. REGISTRANT IDENTIFICATION \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_** # NAME OF FIRM: Stuart Portfolio Consultants, LP TYPEOF REGISTRANT (check all applicable boxes): H Broker-dealer Security-based swap dealer Major security-based swap participant Check here if respondent is also an OTCderivatives dealer □ □ □ ADDRESSOF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | 12 East 49th Street, 1 1th Floor Suite 2________________ | | | | | |----------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------|-------------------------------|-------------|--|--| | | (No. and Street) | | | | | | New York | _____________NY | _________<br>10017 | | | | | (City) | (State) | (Zip Code) | | | | | PERSONTO CONTACT WITH REGARD TO THIS FILING | | | | | | | Stuart Oltchick | (212) 360-7500 | soltchick@stuartportfolio.com | | | | | (Name) | (Area Code<br>-Telephone Number) | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in<br>this<br>filing*<br>Fulvio & Associates, LLP __________________________ | | | | | | | 5 West 37th Street, 4th Floor | (Name - if individual, state last, first, and middle name)<br>New York | NY<br>10018 | | | | | (Address) | | (State)<br>(Zip Code) | | | | | | (City) | | | | | | | | | | | | | 12/20/2018 | ___________________ | 6529<br>_________ | | | | | (Date of Registration with PCAOB)(if | applicable)<br>FOR OFFICIAL…Read the full text as markdown