Stonecastle Asset Management, LLC
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Overview
Stonecastle Asset Management, LLC operates as an advisory company located in New York, New York. The firm oversees $7.5 million in assets over one account. The firm has a small team, including 1 financial advisor. Stonecastle Asset Management, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, options and stocks.
Stonecastle Asset Management, LLC oversees none of its client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without needing client authorization. The company also oversees one non-discretionary accounts totaling $7.5 million in AUM. Stonecastle Asset Management, LLC's average account size is $7.5 million. An average advisor at Stonecastle Asset Management, LLC manages around one client account, making it one of the most individualized firms in the country.
The firm's central office is at 152 West 57Th Street, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stonecastle Asset Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7.5 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$7.5 million
Fee Structure
Fees charged by financial advisors largely depend on the type of financial services offered. However, fees charged by the firm may include any combination of the following fee structures: asset-based or other. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
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
Disclosures
Stonecastle Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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