Drystone LLC
Firm details
- Headquarters
- ,
- CRD number
- 146951
- Registered since
- June 7, 2021
- Website
- drystoneinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Drystone LLC is an SEC-registered limited liability company that advises individual and family clients with a focus on portfolio management for individuals and small businesses. The firm registered with the SEC in 2021 and is owned by an individual. Its fee model is primarily a percentage of assets under management, with additional fee arrangements categorized as "other." Drystone is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds10%
- Investment Grade Corp Bonds9%
- Public Funds/Mutual Funds6%
- State & Local Bonds1%
Contacts
1 of 1Christopher Jackson
ManagerCRD 2270619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$27.7M in ETFs
100%
$27.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $19.1M | 248,107 | 69.14% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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