Stone Beach Investment Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
Terms | Privacy | Guide
tony@aum13f.com