Five Stone Capital, LLC

RIASEC 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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Derivatives 5%95%
  • Exchange Traded Equities95%
  • Derivatives5%

Contacts

2 of 2
  • Xianzhong Zhu

    Xianzhong Zhu

    ManagerCRD 4958715

  • Qiuwen Xia

    Investment Adviser RepresentativeCRD 4958716

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth