Stone Oak Capital, LLC

Overview

Stone Oak Capital, LLC is a small, owner-operated advisory firm that blends portfolio management for individuals and pooled vehicles with a hedge fund advisory role. The firm favors liquid, equity-focused strategies and operates with a fee model that combines a percentage of assets under management and performance-based fees, consistent with hedge fund-style incentives. Its advisory services extend beyond discretionary portfolio management to include management of a private pooled vehicle and the publication of investment-related periodicals or newsletters, indicating the firm engages in both client-facing portfolio work and thought leadership/communications. Investment activity centers on exchange-traded securities held in separately managed accounts and a single adviser-managed hedge fund. The firm’s client mix includes individual and family investors alongside institutional relationships, though the scale is modest. Stone Oak’s reporting indicates no emphasis on ESG integration and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices