Investment adviser · CRD 164981
STONE HILL FIDUCIARY MANAGEMENT, LLC
Investment adviser filing (IA)
GREAT NECK, NY, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $2.79B Form ADV · Item 5.F
- Client accounts
- 95 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 94 | $2,781,412,721 | 99.9% |
| Other investment advisers | Fewer than 5 | $3,720,797 | 0.1% |
Filing source
Form ADV 2065924 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting
Compensation
Fixed
Principal office
1010 NORTHERN BOULEVARD, SUITE 308GREAT NECK, NY, 11021-5317, United States
CRD 164981
Filing source
Form ADV 2065924 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.