DERASTONE

Overview

Derastone is a small independent registered investment adviser formed as a limited liability company and registered with the SEC in 2018. The firm serves primarily individuals and families, offering financial planning and discretionary portfolio management for both smaller private clients and business or institutional accounts. Fee arrangements are flexible and include a percentage of assets under management, hourly billing and fixed-fee engagements. Investment activity centers on publicly traded equities and exchange-traded instruments, with a clear equity preference across client portfolios. Derastone does not present itself as a capital allocator or pension consultant, and it is not positioned as an active ESG investor or a multi-state adviser. Alternative exposures are incorporated via third‑party managers rather than through in‑house fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices