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 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
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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