STONERISE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
156747
Registered since
February 16, 2021

Firm profile

FINTRX

Overview

Stonerise Capital Management, LLC is an SEC-registered limited liability company that began registration in 2021 and is owned by an individual owner. The firm is identified in filings as operating in the capacity of a CPO/CTA, indicating its primary activity is managing or advising pooled trading vehicles rather than acting as a traditional multi-client discretionary RIA. Public records mark the firm as unclassified for client type and fee structure, and it does not report being an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • JOSEFRANCISCO DEMEDEIROS

    Managing PartnerCRD 2771976

  • JOHN WALKER

    Managing PartnerCRD 4356557

  • JEFFREY COZAD

    Managing Partner, EmeritusCRD 2073974

Wealth teams

FINTRX

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
235 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth