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Tagstone Capital, Inc.

● SEC registered since 2021CRD 158864SEC# 801-121704Charlotte, NC
Export (members)
Reg. AUM
$309.1M
Employees
1
Accounts
211
Location
Charlotte, NC

Tagstone Capital, Inc. assets under management

Tagstone Capital, Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $309.1 million in regulatory assets under management and employs 1 people.
tagstonecapital.comView on SEC.gov ↗

Tagstone Capital, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Culp Gst Investment Trust #re 678 U/A Dtd 12/24/2010 ControlTrustOver 75%2011
William Reid Culp ControlPresident, CcoUnder 5%2011
Paul McDonald Hattenhauer ControlTrustee—2018

Frequently asked questions

How much does Tagstone Capital, Inc. manage?

Tagstone Capital, Inc. reports $309.1 million in regulatory assets under management on its Form ADV.

How many employees does Tagstone Capital, Inc. have?

Tagstone Capital, Inc. reports 1 employees.

Where is Tagstone Capital, Inc. located?

Tagstone Capital, Inc. is based in Charlotte, NC and has been SEC-registered since 2021.

Does Tagstone Capital, Inc. disclose fund performance?

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

Contact & registration

Address1515 Mockingbird Lane, 4th Floor, Charlotte, NC 28209-3298
Phone704-533-8900
Fax704-551-5700
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
CIK1903044
Discloses disciplinary historyNo

Assets under management

Discretionary$305.3M
Non-discretionary$3.8M
Total (RAUM)$309.1M