| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Stonegate Cyber II, LLC | Venture Capital | $3.7M | — |
| Stonegate Opportunity Fund II, LLC | Hedge | — | $50K |
| Stonegate Cyber I, LLC | Venture Capital | — | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher J Compton Control | Managing Director, Partner | Under 5% | 2021 |
| Harry Lawrence Cowley Control | Principal And Chief Compliance Officer | Under 5% | 2021 |
| James Walter Allen Control | Chief Wealth Strategist, Partner | Under 5% | 2021 |
Stonegate Investment Group, LLC reports $5.7 billion in regulatory assets under management on its Form ADV.
Stonegate Investment Group, LLC manages 3 private funds with combined gross assets of $3.7 million.
Stonegate Investment Group, LLC reports 14 employees.
Stonegate Investment Group, LLC is based in Birmingham, AL.
Stonegate Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2005 Stonegate Trail, Suite # 101, Birmingham, AL 35242 |
| Office hours | 8:30a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $4.93B |
| Non-discretionary | $736.6M |
| Total (RAUM) | $5.67B |