Stonehurst Management, LLC

RIAState Registered

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 an independent, New York–registered investment adviser organized as an LLC and owned by an individual. The firm manages discretionary portfolios for both high-net-worth individuals/families and institutional clients, offering portfolio management for individuals/small businesses as well as for businesses or institutions. Its compensation model is a percentage-of-assets-under-management fee. Stonehurst does not present itself as an ESG-focused manager, does not act as a capital allocator, and is not described as a multi-state or pension consultant adviser.