Stone Blue Capital LLC
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 334535
- Website
- www.stonebluecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.75%
- Individuals12.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stone Blue Capital LLC is an independent, Connecticut-based limited liability company owned by an individual that provides discretionary portfolio management for individuals and small businesses. Its compensation includes both a percentage-of-assets-under-management fee and performance-based fees. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
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
Owners & executives
1 of 1
Gregory Makela
Chief Compliance OfficerCRD 1100727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, CT, 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
- Fairfield
- Address
- 320 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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