Stonehaven Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 322608
- Website
- stonehaven-llc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Stonehaven Advisors, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is identified as being owned by a combination of a domestic entity and an individual. Its public profile indicates a non-standard fee arrangement ("Other") and it is not listed as a capital allocator. Stonehaven does not identify as an active ESG investor, is not marked as a multi-state adviser in the snapshot, and is not positioned as a pension consultant or as a related adviser to another entity. The firm has explicit industry roles beyond traditional advisory duties: it is affiliated with broker-dealer and sponsor activities and is described as functioning as a general partner and managing member of pooled investment vehicles. That combination suggests Stonehaven’s business model includes sponsoring and operating investment pools in addition to providing advisory services.
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
Owners & executives
2 of 2Steven Jafarzadeh
Managing Director & Chief Compliance Officer PartnerCRD 2994968

David Frank
CEO, Founder & Managing PartnerCRD 3256230
Contacts
3 of 5
David Steck
FounderCRD 1704271

Thomas McCloskey
Managing Partner, FounderCRD 7277712
Peter Hornick
FounderCRD 2079018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 600 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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