Stone Asset Management Inc

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Assets, Funds, Holdings

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Stone Asset Management Inc
CRD #132202
SEC #801-110921
CIK #0001904459
AUM
Employees 6 (33% Investors, 0% Brokers)
Phone512-469-9152
Address4210 Spicewood Springs Road
Austin, TX 78759
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 130 75.0
(b) Individuals (high net worth individuals) 70 194.3
(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 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 745 269.3
By Discretionary
Discretionary 695 258.8
Non-Discretionary 50 10.6
Total 745 269.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 269.3
Total 745 269.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001904459]
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