Full text of STUART PORTFOLIO CONSULTANTS, L.P.'s X-17A-5 filed 2025-02-28 (period 2024-12-31). 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, 2024 **PUBLIC** {1}------------------------------------------------ # **CONTENTS** | - Oath or<br>Facing<br>Page<br>Affirmation | | |------------------------------------------------------------------------|------| | Report<br>of<br>Independent<br>Registered<br>Public Accounting<br>Firm | 1 | | Statement of<br>Financial<br>Condition | 2 | | Notes to<br>Financial<br>Statement | 3-11 | {2}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGECOMMISSION Washington, D.C. 20549** OMB APPROVAL OMB Number: 3235-0123 Expires: Oct. 31, 2023 Estimated average burden hours per response: 12 SEC FILE NUMBER 8-50721 # **ANNUAL REPORTS FORM X-17A-5 PART III** **FACING PAGE** | Information<br>under the Securities<br>of<br>Required<br>Pursuant<br>to Rules<br>17a-5,<br>17a-12,<br>and 18a-7<br>Exchange<br>Act<br>1934 | |--------------------------------------------------------------------------------------------------------------------------------------------| |--------------------------------------------------------------------------------------------------------------------------------------------| | | 01/01<br>/9024 | | 12/31/2024 | | |-----------------------------------------|----------------|------------|------------|--| | BEGINNING v<br>FILING FOR<br>THE PERIOD | l/u | AND ENDING | 1 Z~<br>/ | | | | MM/DD/YY | | MM/DD/YY | | **\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_A. REGISTRANT IDENTIFICATION \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_** # NAME OF FIRM: Stuart Portfolio Consultants, LP TYPE OF REGISTRANT (check all applicable boxes): 0 Broker-dealer Security-based swap dealer Major security-based swap participant Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PUXCE OF BUSINESS:(Do not use a P.O. box no.) # 575 Fifth Avenue, 14th Floor \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ | | (No.<br>and<br>Street)<br>NY | | | |----------------------------------------------------|-----------------------------------------------------------------------------------|--------------------|-------------------------------| | New<br>York | _______________ | ____________ | 10017 | | (City) | (State) | | (Zip<br>Code) | | PERSONTO CONTACT WITH REGARD | TO THIS<br>FILING | | | | Stuart<b…Read the full text as markdown