Stonecrest Equity Fund I Revenue, Growth & Competitor Profile

DBA STONECREST PARTNERS OF PUERTO RICO, LLC

Company Profile & Annual Report for Stonecrest Equity Fund I

Access the complete profile.

Stonecrest Equity Fund I Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	1369 Ashford Ave. Mezzanine Floor San Juan, PR 00907

Note: Revenues for privately held companies are statistical evaluations.


Stonecrest Equity Fund I's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Stonecrest Equity Fund I's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Stonecrest Equity Fund I is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Stonecrest Equity Fund I Annual Revenue and Growth Rate

Stonecrest Equity Fund I	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Stonecrest Equity Fund I's revenues are gauged from an analysis of company filings.

Stonecrest Equity Fund I's Income Statement (based on Industry Averages)

Stonecrest Equity Fund I P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Stonecrest Equity Fund I has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
March 26, 2024	23	19%	$50 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Stonecrest Equity Fund I's Largest Competitors

A competitive analysis shows these companies are in the same general field as Stonecrest Equity Fund I, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Stonecrest Equity Fund I. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
INSIGNEO INTERNATIONAL FINANCIAL R SERVICES	San Juan, PR	100
FIRST SOUTHERN	Guaynabo, PR	91
VIDAL & RODRIGUEZ	San Juan, PR	53
STONECREST EQUITY FUND I	San Juan, PR	38
FRANKLIN A. ROCAFORT	San Juan, PR	24
SANTANDER SECURITIES	San Juan, PR	18

Future Competition: Stonecrest Equity Fund I's Fastest Growing Competitors

These companies are in the same general field as Stonecrest Equity Fund I and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)