Stone Beach Investment Management LLC

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Assets, Funds, Holdings

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Stone Beach Investment Management LLC
CRD #163163
SEC #801-79745
CIK #
AUM
Employees
Phone203-247-4573
Address59 Snowberry Lane
New Canaan, CT 06840
Source [IAPD]
Total AUM ($M)
40322416802010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF The Stone Beach Fund [2016-03-30] 14.2 4.7
HF Stone Beach Special Opportunity Fund LLC [2014-05-08] 14.3 13.9
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 20.8
(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 1 20.8
By Discretionary
Discretionary 1 20.8
Non-Discretionary 0 0.0
Total 1 20.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 20.8
Total 1 20.8
Form D Directors # Filings # Firms 2011 - 2025
Edward Smith 34
Stone Beach Investment Management LLC 2
David Lysenko 2
Lysenko David 1
Smith Edward 1
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