Stonehurst Capital Management, LLC

RIAState Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$1.1M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282668
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonehurst Capital Management, LLC is an independent, Massachusetts-registered investment advisory firm organized as an LLC and owned by an individual principal. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its business activity is concentrated on discretionary management for a small, private client base rather than institutional or pension consulting work. The firm does not identify itself as an ESG investor and reports no related-adviser or multi-state advisory structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 4%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents4%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth