Fourthstone LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$244M
Accounts
5
Employees
12
Advisory reps
3

Firm details

Headquarters
Saint Louis, Missouri
CRD number
169067
Registered since
July 29, 2019
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

FINTRX

Overview

Fourthstone LLC is an SEC-registered hedge fund organized as a limited liability company and active since 2019. The firm serves primarily institutional clients while also providing portfolio management for individuals, small businesses, and pooled investment vehicles. Fourthstone acts as sponsor, general partner, and managing member of pooled vehicles it manages, and it charges a blend of asset-based and performance fees consistent with an active hedge fund strategy. It does not present itself as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

2 of 2
  • Amy Stone

    Amy Stone

    CEOCRD 6478490

  • Robin Anderson

    Robin Anderson

    CFO & CCOCRD 6762063

Contacts

1 of 1
  • Louis Stone

    Louis Stone

    Managing PartnerCRD 6248710

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth