Investment adviser · CRD 150592

STONECASTLE CASH MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2023

Regulatory AUM: $7.08B
Client accounts: 971
Employees: 48
Advisory professionals: 11

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	255	$2,482,981,009	35.1%
Banks & thrifts	353	$2,001,448,039	28.3%
Government entities	185	$1,857,680,343	26.2%
Insurance companies	144	$606,647,110	8.6%
Pooled investment vehicles	5	$100,136,988	1.4%
Charities	11	$21,523,303	0.3%
High-net-worth individuals	14	$9,338,895	0.1%
Other clients	Fewer than 5	$160,195	0.0%
Retirement plans	Fewer than 5	$0	0.0%

Filing source

Form ADV 1727898 · Mar 31, 2023 · 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 funds

The 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 31, 2023. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets

Principal office

152 WEST 57TH STREET, 35TH FLOOR
NEW YORK, NY, 10019, United States

CRD 150592

Filing source

Form ADV 1727898 · Mar 31, 2023 · 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.