MOORSTONE, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 339519
- Registered since
- January 2, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Moorstone, L.P. is a limited partnership that operates as a hedge fund manager and serves institutional investors. The firm is registered with the SEC in 2026 and functions as a CPO/CTA, providing portfolio management for pooled investment vehicles. Moorstone acts in sponsor and general partner capacities for its funds and charges a mix of asset-based fees and performance-based compensation. The firm is structured to run pooled alternative vehicles rather than to act as a broad capital allocator. It does not present itself as an active ESG investor and is not registered as a multi-state adviser. Ownership is held by a combination of a domestic entity and an individual.
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
Owners & executives
1 of 1TIMOTHY SCHMIDT
Chief Operating OfficerCRD 5350288
Contacts
2 of 2MATTHEW ZWEIG
CCOCRD 5075305
JASON SIEGEL
Managing PartnerCRD 5678540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 610 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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