STONECASTLE ADVISORS, LLC

Overview

Stonecastle Advisors, LLC is an SEC-registered, institutionally focused advisor organized as an LLC that specializes in managing pooled investment vehicles. The firm operates as a CPO/CTA and is classified around securitized asset funds, directing portfolio management for funds rather than individualized retail advisory accounts. Its client base is institutional and its fee structure is listed as “other,” reflecting fund-level or customized fee arrangements rather than standard advisory retainer or percentage-of-net-worth models. Stonecastle does not list ESG as an active investment focus and is not identified as a multi-state adviser. Investment activity centers on securitized products and real estate-related allocations. The firm’s mandate and business activities point to concentrated exposure to structured credit, mortgage- and asset-backed instruments and fund-level real estate strategies, deployed through pooled vehicles and fund structures rather than separately managed accounts.

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Location & Offices