Stonegate Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 290956
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations49.98%
- HNWI46.51%
- Individuals3.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stonegate Capital Management, LLC is a privately owned limited liability company that provides discretionary portfolio management primarily for individuals, families and some small-business clients. The firm operates on a percentage-of-assets-under-management fee model and reports an owner that is an individual, rather than a corporate or institutional owner. Filings indicate Stonegate does not present itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
Contacts
2 of 2Keith Davis
Senior Financial AnalystCRD 6475301
Manuel Mendez
Financial AdvisorCRD 6370557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations