Marstone LLC
Firm details
- Headquarters
- ,
- CRD number
- 164810
- Registered since
- July 10, 2013
- Website
- www.marstone.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals70.72%
- Other Investment Advisers29.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marstone LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Advisory services focus on portfolio management for individuals, small businesses, and larger business or institutional accounts. Marstone identifies as an active ESG investor and is classified as a domestic entity with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Christopher Lavine
Chief Financial OfficerCRD 5575702
Contacts
1 of 1
Charity Amari
Compliance AssociateCRD 7892070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations