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Marstone LLC

● SEC registered since 2013CRD 164810SEC# 801-78264Providence, RI
Export (members)
Reg. AUM
$2.1M
Employees
21
Accounts
154
Location
Providence, RI

Marstone LLC assets under management

Marstone LLC operates as an SEC-registered investment adviser based in Providence, RI. The firm has been registered since 2013. It reports $2.1 million in regulatory assets under management and employs 21 people.

Marstone LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher Dalton Lavine ControlChief Financial OfficerUnder 5%2017
James UrubaChief Compliance OfficerUnder 5%2020
Margaret Josephine Hartigan ControlCeoUnder 5%2012
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Frequently asked questions

How much does Marstone LLC manage?

Marstone LLC reports $2.1 million in regulatory assets under management on its Form ADV.

How many employees does Marstone LLC have?

Marstone LLC reports 21 employees.

Where is Marstone LLC located?

Marstone LLC is based in Providence, RI and has been SEC-registered since 2013.

Does Marstone LLC disclose fund performance?

Marstone LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 Parsonage Street, #110, Providence, RI 02903
Phone212.203.7790
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.1M
Non-discretionary$0
Total (RAUM)$2.1M