Stonehaven 2013 Summary: Over $1B Raised In Trailing 24 Months & Significant Growth

In 2013 Stonehaven achieved its most significant period of growth in its over dozen year history.

It was a breakthrough year for Stonehaven in many ways with strong placement activity, significant team growth (management & operations, sales, and Affiliate Partners), robust growth in the product portfolio, material improvements in all aspects of our infrastructure, and strong momentum heading into 2014.

Placement Activity:

- Raised approximately $500M in 2013 with over 300 closed transactions. o Over $1B raised in the trailing 24 months.

Product Growth:

- Selectively added over 10 new asset managers to platform. o 3+ new mandates going live in Q1 ’14.

Management & Operations Team Growth:

- Mark Sullivan, CFA – Managing Director & Partner o Igor Gourari, CPA – Controller

- Brittany Parisi – Operations Associate

Sales Team Growth:

- Matt Mlinarich – Director

- Gerald Brant, CAIA – Director

- Joe Azzaro, CFA – Vice President

- Tim Boardman – Vice President

Affiliate Partner Growth:

- Kevin Lynch, CFA joined Jay Gallagher at Redan Capital in New York

- Harold Alby & Sharon Sayler joined Singular Global in Miami

- Daniel Rummery rejoined as Latam Capital Partners in São Paulo

- Desmoine West rejoined under a new brand Phase One Capital in New York

- Leslie Carranza rejoined under a new brand Adara Capital in New York

Stonehaven plans to continue strong capital raising momentum through 2014 with the new Stonehaven sales team rolling out multiple new mandates in Q1 with a greatly enhanced operational infrastructure built out over recent years.