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| Marstone LLC
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|
|
|---|---|
| CRD # | 164810 |
| SEC # | 801-78264 |
| CIK # | |
| AUM | $2.8 MM (2023-03-28) |
| Employees | 32 (6% Investors, 0% Brokers) |
| Phone | 212-203-7790 |
| Address | 171 Chestnut Street Providence, RI 02903 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 2.8 |
| (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 | 100 | 2.8 |
| By Discretionary | ||
| Discretionary | 100 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 100 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 100 | 2.8 |
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|---|---|---|
|
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|
0.0 | |
|
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|
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|
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|
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|
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|
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|
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|
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|
0.0 | |
|
Access Softek Advisory Services LLC
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|
CA | 0.0 |
|
Catch Capital Management LLC
✚
|
NY | 0.0 |