Stonecastle Asset Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$7.5M

Discretionary

$0

0% of AUM

Avg account

$7.5M

Accounts

1

Employees

6

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 166252
Registered since: January 3, 2013
Website: www.stonecastle.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Insurance Companies100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stonecastle Asset Management, LLC is an institutional registered investment adviser formed as an LLC and operating since 2013. The firm serves institutional clients and provides portfolio management for businesses and other institutions on a fee basis calculated as a percentage of assets under management. It is not positioned as a capital allocator and does not identify as an ESG-focused investor. Regulatory and business affiliations include relationships with a broker-dealer, other investment advisers, and a CPO/CTA; the entity is also noted as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Investment Grade Corp Bonds100%

Owners & executives

2 of 2

Rachel Schatten
General Counsel and Chief Compliance OfficerCRD 4876363
George Shilowitz
Co-ceoCRD 2455292

Contacts

2 of 2

Joshua Siegel
FounderCRD 3131719
Jonathan Stammelman
ControllerCRD 4525427

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 152 W 57th St
Time zone: ET (UTC-5)
Office locations

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