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Marstone LLC
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CRD # | 164810 |
SEC # | 801-78264 |
CIK # | |
AUM | $2.5 MM (2024-03-06) |
Employees | 29 (7% Investors, 0% Brokers) |
Phone | 212-203-7790 |
Address | 171 Chestnut Street Providence, RI 02903 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
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 |