Stone Hill Fiduciary Management, LLC
Firm details
- Headquarters
- Great Neck, New York
- CRD number
- 164981
- Registered since
- August 2, 2012
- Website
- www.stonehillfiduciary.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Fixed Fees
- Client types
- Pension & Profit Sharing Plans99.87%
- Other Investment Advisers0.13%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stone Hill Fiduciary Management, LLC is an institutional registered investment adviser that focuses on serving institutional clients, primarily providing portfolio management for businesses and pension consulting. Founded and SEC-registered in 2012 as an LLC, the firm operates with a fixed-fee advisory structure and identifies itself as a pension consultant. It does not operate as a capital allocator and reports it is not an active ESG investor.
Assets & Accounts
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
Asset composition
- Public Funds/Mutual Funds97%
- Private Funds2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Sheldon Geller
Managing MemberCRD 2668997
Caryn Newman
DirectorCRD 5004938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Great Neck, NY
Nassau
Location
Great Neck, NY
Headquartered in Great Neck, 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
- Nassau
- Address
- 1010 Northern Blvd
- Time zone
- ET (UTC-5)
- Office locations
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