Five Stone Capital, LLC

Overview

Five Stone Capital, LLC operates as a small, hedge-fund–classified adviser delivering discretionary portfolio management to high-net-worth individuals, family clients and select institutions. The firm runs both separately managed accounts and pooled investment vehicles, and its fee schedule combines a percentage-of-assets model with performance-based fees typical of hedge fund structures. Investment activity centers on equity exposure delivered through exchange-traded securities and ETFs in separately managed accounts, while the firm’s pooled vehicle provides access to alternative hedge-fund strategies for qualified investors. The adviser does not report active ESG investing and is structured as an owner-operated limited liability company. Its client roster is highly concentrated, and the business model appears to mix bespoke manager-driven advice for individual and family clients (including family office relationships) with a single dedicated hedge fund product that aggregates outside investor capital under a performance-fee arrangement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices