Stone Ridge Advisors
RIASEC RegisteredEst. 2023
Total AUM
$36.3M
Discretionary
$36.3M
100% of AUM
Avg account
$1.4M
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327875
- Registered since
- September 29, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.9%
- Individuals17.89%
- Pension & Profit Sharing Plans2.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Stone Ridge Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
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
Asset composition
- Private Funds83%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Mark Stern
Founder & PrincipalCRD 2382975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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