Moorstone, L.P.

RIASEC Registered
Total AUM
$3.1B
Discretionary
$2.4B
78% of AUM
Avg account
$283M
Accounts
11
Employees
15
Advisory reps
3

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

FINTRX

Overview

Moorstone, L.P. is a limited partnership structured as a hedge fund that serves institutional investors. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. It also acts as sponsor, general partner and managing member of its funds, employing an advisory model typical of manager-led private funds. Compensation combines a percentage-of-assets fee with performance-based fees. Moorstone is not positioned as an ESG investor and is not identified as a multi-state adviser; it became SEC-registered in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Timothy Schmidt

    Chief Operating OfficerCRD 5350288

Contacts

2 of 2
  • Jason Siegel

    Managing PartnerCRD 5678540

  • Krishnan Devidoss

    Head of LegalCRD 5908685

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth