Investment adviser · CRD 124784
STONEHURST MANAGEMENT, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 23, 2024
- Regulatory AUM
- $20.9M Form ADV · Item 5.F
- Client accounts
- 64 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 48 | $18,115,277 | 86.7% |
| Retirement plans | Fewer than 5 | $1,366,938 | 6.5% |
| Corporations & businesses | Fewer than 5 | $590,416 | 2.8% |
| Individuals | 12 | $430,318 | 2.1% |
| Charities | Fewer than 5 | $387,292 | 1.9% |
Filing source
Form ADV 1897081 · Aug 23, 2024 · 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: Aug 23, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
845 THIRD AVENUE, SUITE 1700NEW YORK, NY, 10022, United States
CRD 124784
Filing source
Form ADV 1897081 · Aug 23, 2024 · 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.