STONE BLUE CAPITAL LLC
Firm details
- Headquarters
- DARIEN, Connecticut
- CRD number
- 334535
- 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 a privately held LLC that provides portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and is classified in the source data as unclassified for regulatory categorization. Its fee arrangements include both a percentage-of-assets-under-management component and the ability to charge performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1GREGORY 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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