STONE BLUE CAPITAL LLC

RIASEC Registered
Total AUM
$5.7M
Discretionary
$5.7M
100% of AUM
Avg account
$477K
Accounts
12
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • GREGORY MAKELA

    Chief Compliance OfficerCRD 1100727

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth