MILLSTONE CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 167266
- Registered since
- March 31, 2016
Firm profile
FINTRXOverview
Millstone Capital Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and formed in 2016. The firm functions primarily as a sponsor and general partner, serving as the managing member for pooled investment vehicles rather than operating as a typical retail advisory practice. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator in the provided data.
Assets & Accounts
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
Contacts
3 of 3FRED FLEGEL
Senior PartnerCRD 6176132
TOBY WARTICOVSCHI
PartnerCRD 6286497
ROBERT MILLSTONE
Managing PartnerCRD 6175963
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
- 7733 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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