Full text of STUART PORTFOLIO CONSULTANTS, L.P.'s X-17A-5 filed 2026-02-27 (period 2025-12-31). 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, 2025 **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 EXCHANGE COMMISSION Washington, D.C. 20549 > **ANNUAL REPORTS FORM X-17A-5 PART III** | OMB APPROVAL | | | |--------------------------------|--|--| | OMB<br>Number:<br>3235-0123 | | | | Expires:Nov.<br>30,<br>2026 | | | | Estimated<br>average<br>burden | | | | hours<br>per<br>response: 12 | | | # SEC FILE NUMBER 8-50721 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 01/01/2025 ANDEND(NG12/31/2025 MM/DD/YY MM/DD/YY \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_A. REGISTRANT IDENTIFICATION \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ # NAME OF FIRM: Stuart Portfolio Consultants, LP TYPE OF REGISTRANT (check ail applicable boxes): S Broker-dealer Security-based swap dealer Major security-based swap participant Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 575 Fifth Avenue, 14th Floor \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (No. and Street) New York \_\_\_\_\_\_\_\_\_\_\_\_\_NY \_\_\_\_\_\_\_\_\_\_10017 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Stuart Qltchick (212) 360-7500 soltchick@stuartportfolio.com (Name) (Area Code -Telephone Number) (Email Address) B ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Fulvio & Associates, LLP (Name —if individual, state last, first, and middle name) 5 West 37th Street, 4th Floor New York NY 10018 (Address) (City) 12/20/2018 (State) 6529 (Zip Code) (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) **FOR OFFICIAL USE ONLY** \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent p…Read the full text as markdown