STONE RIDGE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$36.3B
Discretionary
$28.7B
79% of AUM
Avg account
$505M
Accounts
72
Employees
238
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
165598
Registered since
October 10, 2012
Custodians
HSBC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles38.97%
  • Insurance Companies33.23%
  • Investment Companies26.8%
  • Corporations / Businesses1%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stone Ridge Asset Management LLC is an SEC-registered investment manager (registered in 2012) that operates as a multi-strategy fund manager covering hedge fund and private equity activities. The firm serves primarily institutional clients and runs pooled vehicles as well as separate account mandates. It also performs commodity pool operator/commodity trading adviser (CPO/CTA) functions and provides portfolio management for investment companies, pooled investment vehicles, and institutional or business clients. Stone Ridge charges a mix of percentage-of-AUM management fees and performance-based fees, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Asset composition

Asset composition: Private Funds 80%, Other 18%, Non-Exchange Traded Equities 2%80%
  • Private Funds80%
  • Other18%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 3
  • ROSS STEVENS

    Founder and CEOCRD 2677566

  • TOMER SEIFAN

    Chief Financial OfficerCRD 4945712

  • LAUREN MACIOCE

    General Counsel & Chief Compliance OfficerCRD 6621248

Contacts

1 of 1
  • Paul Germain

    PresidentCRD 2931495

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
1 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth