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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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