Overview
Assets Under Management: $6.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 95
Average Client Assets: $2.3 million
Frequently Asked Questions
STONECASTLE CASH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150592), STONECASTLE CASH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STONECASTLE CASH MANAGEMENT, LLC is headquartered in NEW YORK, NY.
STONECASTLE CASH MANAGEMENT, LLC serves 95 high-net-worth clients according to their SEC filing dated November 06, 2018. View client details ↓
According to their SEC Form ADV, STONECASTLE CASH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
STONECASTLE CASH MANAGEMENT, LLC manages $6.3 billion in client assets according to their SEC filing dated November 06, 2018.
According to their SEC Form ADV, STONECASTLE CASH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.47%
Average Client Assets: $2.3 million
Total Client Accounts: 1,517
Discretionary Accounts: 1,517
Regulatory Filings
CRD Number: 150592
Filing ID: 1244277
Last Filing Date: 2018-11-06 15:13:00