Marstone LLC

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Assets, Funds, Holdings

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Marstone LLC
CRD #164810
SEC #801-78264
CIK #
AUM $2.5 MM (2024-03-06)
Employees 29 (7% Investors, 0% Brokers)
Phone212-203-7790
Address171 Chestnut Street
Providence, RI 02903
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
4.03.22.41.60.80.02009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 31 0.1
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 3 2.3
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 115 2.5
By Discretionary
Discretionary 115 2.5
Non-Discretionary 0 0.0
Total 115 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 115 2.5
Comparable Firms State AUM ($BB)
Paladin Capital LLC
MN 0.0
Oak Creek Private Wealth Management LLC
OK 0.0
Alphaai Capital Management LLC
CA 0.0
Boulevard Family Wealth Services LLC
CA 0.0
LFN Advisors Inc
MI 0.0
Marketocracy Masters Inc
MI 0.0
Private Capital Asset Management LLC
CT 0.0
Bryan Advisory Services LLC
PA 0.0
Wealthmate Advisor LLC
0.0
Selective Capital SRL
0.0
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