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| Keyboard |
| Heydorn Stone Capital Management LLC
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|---|---|
| CRD # | 125903 |
| SEC # | 801-64133 |
| CIK # | |
| AUM | 142.0 M (2026-03-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 914-752-5300 |
| Address | 2039 Palmer Avenue Larchmont, NY 10538 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 24.5 |
| (b) Individuals (high net worth individuals) | 63 | 114.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.3 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 142.0 |
| By Discretionary | ||
| Discretionary | 331 | 132.0 |
| Non-Discretionary | 33 | 10.0 |
| Total | 364 | 142.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 141.6 | |
| Total | 364 | 142.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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142.4 M | |
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RJ Patterson Capital Investment Group Inc
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Love Your Life LLC DBA Freedom Asset Management
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Kennondale Capital Management LLC
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VA | 141.9 M |
|
Severin Investments LLC
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MO | 141.9 M |
|
Stock Management LLC
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141.8 M | |
|
October Wealth Advisors Inc
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AR | 141.6 M |
|
Equity Advisors of Kentucky Inc
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KY | 141.6 M |