HEYDORN STONE CAPITAL MANAGEMENT LLC

Overview

Heydorn Stone Capital Management LLC is an independent registered investment adviser operating as a limited liability company. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering financial planning, discretionary portfolio management and selection of third‑party advisers. Heydorn Stone charges a mix of percentage‑of‑AUM and fixed fees and has been SEC‑registered since 2005. Its model emphasizes managed, discretionary relationships (the bulk of client assets are managed on a discretionary basis) and the firm relies heavily on pooled public vehicles—primarily mutual funds—for core portfolio exposures while supplementing those positions with external manager allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices