Stonehaven Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
322608
Fee structure
Other

Firm profile

FINTRX

Overview

Stonehaven Advisors, LLC is organized as a limited liability company and identifies as a domestic entity with individual ownership. The firm is registered in a nonstandard classification and reports a fee structure described as "Other." Its public profile lists roles beyond traditional advisory work: it operates as a broker-dealer and sponsor and serves as a general partner and managing member of pooled investment vehicles. Stonehaven does not market itself as an active ESG investor, is not listed as a multi-state adviser, and is not designated as a capital allocator in the available data. The year of SEC registration is not provided. Stonehaven’s combination of sponsor/GP responsibilities and broker-dealer activity indicates a business model that involves structuring and managing pooled vehicles and placing alternative investments, rather than operating strictly as a retail-focused RIA. Client segments and advisory activities are not detailed in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • David Frank

    David Frank

    CEO, Founder & Managing PartnerCRD 3256230

  • Steven Jafarzadeh

    Steven Jafarzadeh

    Managing Director & Chief Compliance Officer PartnerCRD 2994968

Contacts

3 of 4
  • Bellanca LaFrance

    Bellanca LaFrance

    ControllerCRD 8119665

  • Thomas McCloskey

    Thomas McCloskey

    Managing Partner, FounderCRD 7277712

  • Peter Hornick

    FounderCRD 2079018

Unlock 1 more contacts

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
600 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth