STONEHURST MANAGEMENT, LLC

RIASEC RegisteredEst. 2008

Total AUM

$27.2M

Discretionary

$27.2M

100% of AUM

Avg account

$504K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 124784
Registered since: October 9, 2008
Website: stonehurst.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.59%
Pension & Profit Sharing Plans7.63%
Charitable Organizations7.08%
Corporations / Businesses3.21%
Individuals2.5%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stonehurst Management, LLC is a small, SEC-registered investment adviser formed as an LLC in 2008. The firm serves both individual and institutional clients and focuses on discretionary portfolio management for individuals, small businesses and institutional/business clients. It charges fees as a percentage of assets under management and does not identify as an active ESG investor, a pension consultant, a capital allocator, or a related adviser. Ownership is held privately by an individual and the firm is classified as an unclassified adviser in the available filings.