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Stone Hill Fiduciary Management, LLC

● SEC registered since 2012CRD 164981SEC# 801-76970Great Neck, NY
Export (members)
Reg. AUM
$2.39B
Employees
3
Accounts
94
Location
Great Neck, NY

Stone Hill Fiduciary Management, LLC assets under management

Stone Hill Fiduciary Management, LLC is an investment advisory firm registered with the SEC based in Great Neck, NY. The firm has been registered since 2012. It reports $2.4 billion in regulatory assets under management and employs 3 people.

Stone Hill Fiduciary Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Caryn S Newman ControlChief Compliance OfficerUnder 5%2012
Sheldon Martin Geller ControlPresident And Managing MemberOver 75%2012

Frequently asked questions

How much does Stone Hill Fiduciary Management, LLC manage?

Stone Hill Fiduciary Management, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Stone Hill Fiduciary Management, LLC have?

Stone Hill Fiduciary Management, LLC reports 3 employees.

Where is Stone Hill Fiduciary Management, LLC located?

Stone Hill Fiduciary Management, LLC is based in Great Neck, NY and has been SEC-registered since 2012.

Does Stone Hill Fiduciary Management, LLC disclose fund performance?

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

Contact & registration

Address1010 Northern Boulevard, Suite 308, Great Neck, NY 11021-5317
Phone516-439-5581
Fax516-439-5558
Office hours8:30 a.m. - 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.66B
Non-discretionary$731.6M
Total (RAUM)$2.39B