Stone Run Capital, LLC
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Overview
Stone Run Capital, LLC operates as an advisory firm based in New York, New York. Stone Run Capital, LLC has $278.1 million in assets under management across 15 customer accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The company has a small team, including 5 financial advisors. Stone Run Capital, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like options, stocks and bonds.
Stone Run Capital, LLC manages all of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices for the client's account without needing to seek client consent. The investment advisory firm administers an average of $18.5 million in assets for each account. An average financial advisor at Stone Run Capital, LLC manages around three client accounts, making it one of the most individualized advisor firms in the country.
Stone Run Capital, LLC's central office is located at 551 Fifth Avenue, New York, New York 10176. Stone Run Capital, LLC is allowed to provide services to investors across a few states, including Florida, Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stone Run Capital, LLC by the Numbers
$278.1 million
5
15
$18.5 million
Fee Structure
Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Stone Run Capital, LLC works with retail investors, high net worth investors and pooled investment vehicles. Out of its 15 customers, Stone Run Capital, LLC's biggest client type is high net worth investors, but it also manages money for eight high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 53.33%
- Other Individuals - 33.33%
- Corporations - 13.33%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stone Run Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stone Run Capital, LLC
New York, NY
New York, NY
New York, NY
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