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Stone Temple Partners Selects Asset Class to Support Client Operations and Reporting

20 March 2026

[New York, NEW YORK] - Asset Class, a provider of digital private capital management solutions, announced today that Stone Temple Partners has selected the Asset Class Investor & Fund Management platform to support its client onboarding, reporting, and operational workflows.

Stone Temple Partners primarily serves ultra-high-net-worth families and their advisors through an investment platform designed to deliver the sophistication of a single-family office while providing access to differentiated investment opportunities and integrated wealth advisory services.

As the firm expands its investment platform and client relationships, Stone Temple Partners sought technology capable of centralizing operational processes while maintaining the level of precision, transparency, and service expected by sophisticated investors.

With Asset Class, Stone Temple Partners will digitize client onboarding, streamline capital activity workflows, centralize document management, and deliver consolidated reporting through a secure investor portal across client portfolios. The platform will support more consistent operational processes while improving visibility and responsiveness for clients and advisors.

By consolidating operational infrastructure within a single secure environment built on the Asset Class Fund Operating System, Stone Temple Partners will be able to reduce administrative complexity while maintaining disciplined oversight across client portfolios, investment activity, and reporting.

The partnership reflects a broader shift among wealth platforms and family-office-style investment firms toward integrated technology that simplifies operations, improves reporting transparency, and supports the long-term management of complex portfolios.

Executive Commentary

“Stone Temple Partners was built to deliver the sophistication and operational discipline typically associated with large single-family offices,” said David Ward, Founder & Chief Operating Officer of Stone Temple Partners. “As our platform continues to grow, having the right infrastructure in place is essential. Asset Class gives us the operational foundation to manage complex client portfolios more efficiently while maintaining the transparency and service our clients expect.”

Ferdi Roberts, Chief Executive Officer of Asset Class, added: “Firms serving ultra-high-net-worth investors require infrastructure that supports complex portfolios while maintaining a seamless client experience. Stone Temple Partners has built a thoughtful platform for families and advisors, and we are pleased to support their continued growth.”

About Stone Temple Partners

Stone Temple Partners is an investment and advisory platform primarily serving ultra-high-net-worth families and their advisors. Founded by experienced family office and investment professionals, the firm provides access to differentiated investment opportunities, customized portfolio construction, and integrated advisory services designed to preserve and grow multi-generational wealth.

About Asset Class

Asset Class provides a modern private capital management platform supporting fundraising and onboarding, investor relations, portfolio management, regulatory compliance, and fund administration workflows.

Built on enterprise technologies and supported by an extensive integrations ecosystem, the platform enables private equity, venture capital, family offices, RIAs, real estate, hedge funds, and private debt firms to digitize operations, enhance investor engagement, and maintain compliance with confidence.

Established in 2019, Asset Class operates in New York, London, Dublin, and Sydney.

Press Contact

Sam Roberts

Asset Class

Press@assetclass.com

https://www.assetclass.com/newsroom

Frequently asked questions

What is Asset Class?

Asset Class is a platform built for private capital firms. It combines CRM, investor relations, fundraising, and portfolio management into a single connected platform built on Salesforce infrastructure, serving PE, VC, real estate, private debt, family offices, hedge funds, and wealth management firms.

Who uses Asset Class?

Asset Class is used globally by private capital firms across private equity, venture capital, real estate, private debt, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to large multi-strategy firms.

What problem does Asset Class solve?

Asset Class solves fragmented workflows at private capital firms by bringing CRM, investor relations, fundraising and portfolio reporting into one system of record, where every piece of data is connected, auditable and real-time. Athena, the AI layer of Asset Class, answers plain-language questions on any record and drafts reports and follow-ups for your team to approve. Every answer cited to source.

Is Asset Class built on Salesforce?

Yes, Asset Class is built on Salesforce's Force.com platform, inheriting the world's leading CRM engine, enterprise-grade security, and access to thousands of pre-integrated apps on the Salesforce AppExchange. Existing Salesforce clients can easily deploy Asset Class within their current org.

How does Asset Class help private capital firms grow?

Asset Class helps private capital firms grow by automating fundraising, investor onboarding, capital calls, distributions and portfolio reporting on one platform, so teams can spend their time on deals and investor relationships. Athena, the AI layer of Asset Class, ranks your book by opportunity with its Relationship Score and drafts tailored follow-ups for your team to approve, so firms engage the right LPs first.

What is Athena in Asset Class?

Athena, the AI layer of Asset Class, gives every member of your team their own Claude-embedded AI agent for investor relations, business development, finance, compliance or portfolio management. Each agent works only within that person's permissions. Athena reads your firm's data, drafts the work and queues it for review. Your team approves, amends or rejects each item, and the decision, approver and timestamp are recorded.

Which AI model does Asset Class use?

Asset Class uses Claude, the AI model built by Anthropic. Athena, the AI layer of Asset Class, embeds Claude across the platform and connects it to your records, documents and actions. Asset Class accesses Claude through Anthropic's commercial API, so your firm's data is never used to train AI models. Each agent can only see and act on data its user is permitted to access.

Does Asset Class automate data entry?

Yes, Asset Class captures data from the sources your firm already has. Athena, the AI layer of Asset Class, scans subscription agreements, side letters, statements, notices, meeting transcripts, email, calendars and external data sources, then stages the extracted details on the right record. Nothing Athena stages updates a record until a permitted user signs off, and each approver is logged.