Fourthstone LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 169067
- Registered since
- July 29, 2019
- Website
- www.4thstone.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fourthstone LLC is an SEC-registered investment adviser organized as an LLC and operating since 2019. The firm is classified as a hedge fund and primarily serves institutional clients while also providing portfolio management for individuals, small businesses, and pooled investment vehicles. Fourthstone charges both a percentage-of-AUM fee and performance-based fees and plays sponsor/GP and managing-member roles for pooled vehicles it advises. It does not identify as an active ESG investor.
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
Owners & executives
2 of 2
Amy Stone
CEOCRD 6478490
Robin Anderson
CFO & CCOCRD 6762063
Contacts
1 of 1
Louis Stone
Managing PartnerCRD 6248710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 575 Maryville Centre Dr
- Time zone
- CT (UTC-6)
- Office locations
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