| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| US Capital Funding VI, Ltd. | Securitized Asset | $307M | $100K |
| US Capital Funding IV, Ltd. | Securitized Asset | $239.2M | $100K |
| US Capital Funding V, Ltd. | Securitized Asset | $183.1M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| George Shilowitz Control | Executive Officer | Under 5% | 2007 |
| Joshua Stuart Siegel Control | President | Under 5% | 2004 |
| Patrick Joseph Farrell Control | Chief Financial Officer | Under 5% | 2014 |
Stonecastle Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
Stonecastle Advisors, LLC manages 6 private funds with combined gross assets of $1 billion.
Stonecastle Advisors, LLC reports 9 employees.
Stonecastle Advisors, LLC is based in New York, NY and has been SEC-registered since 2004.
Stonecastle Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 152 West 57th Street, Floor 52, New York, NY 10019 |
| Phone | 212-354-6500 |
| Fax | 212-354-6565 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.05B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.05B |