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 a privately held investment manager organized as an LLC and SEC-registered since 2012. The firm is positioned as a multifaceted manager with activity across hedge funds and private equity, servicing predominantly institutional clients. Its business footprint includes roles as a CPO/CTA and portfolio manager for investment companies, pooled investment vehicles, and for businesses or institutions. Fee structures reported include asset-based fees and performance-based compensation. The firm operates with a mix of roles and industry relationships: it has connections to broker-dealers, banks and trust companies, insurance firms, and it functions as sponsor, GP, or managing member of pooled investment vehicles. Stone Ridge does not identify as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

  • Lauren Macioce

    General Counsel & Chief Compliance OfficerCRD 6621248

  • Tomer Seifan

    Chief Financial OfficerCRD 4945712

Contacts

1 of 1
  • Paul Germain

    Paul Germain

    PresidentCRD 2931495

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth