Five Stone Capital, LLC
RIAState Registered
Total AUM
$9.7M
Discretionary
$9.6M
99% of AUM
Avg account
$3.2M
Accounts
3
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 133190
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.34%
- HNWI3.83%
- Individuals0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Five Stone Capital, LLC is organized as a limited liability company that operates as a hedge-fund-style advisory business serving both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and manages pooled investment vehicles. Its compensation model combines an asset-based fee and performance-based fees, consistent with a manager that runs at least one pooled hedge vehicle. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities95%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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