| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fourthstone Master Opportunity Fund Ltd. | Hedge | $715.4M | $1M |
| Fourthstone Qp Opportunity Fund LP | Hedge | $214.8M | $1M |
| Fourthstone Small-Cap Financials Fund LP | Hedge | $27.3M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Morris Stone Control | Ceo | Under 5% | 2022 |
| Louis Phillip Stone Control | Managing Member | Over 75% | 2013 |
| Robin Stanley Anderson | Chief Financial Officer, Chief Compliance Officer | 5-10% | 2017 |
Fourthstone LLC reports $957.5 million in regulatory assets under management on its Form ADV.
Fourthstone LLC manages 3 private funds with combined gross assets of $957.4 million.
Fourthstone LLC reports 12 employees.
Fourthstone LLC is based in St. Louis, MO and has been SEC-registered since 2019.
Fourthstone LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 575 Maryville Centre Dr., Suite 110, St. Louis, MO 63141 |
| Phone | (800) 771-8071 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1767803 |
| Discloses disciplinary history | No |
| Discretionary | $957.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $957.5M |