Drystone LLC

Overview

Drystone LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. Ownership is held by an individual and the firm concentrates on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors, and its fee schedule includes a percentage-of-AUM component plus other fee arrangements. Filings indicate Drystone is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser, pension consultant, or related adviser. The firm’s public filings and holdings show a clear tilt toward publicly traded equities and exchange-traded products as the core of its investment approach, with supplemental use of mutual funds and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices