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| Happy Holidays!! thanks for using AUM13F!! |
| Stone Hill Fiduciary Management LLC
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|---|---|
| CRD # | 164981 |
| SEC # | 801-76970 |
| CIK # | |
| AUM | $2.4 B (2025-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 516-439-5581 |
| Address | 1010 Northern Boulevard Great Neck, NY 11021-5317 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 93 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 2.4 |
| By Discretionary | ||
| Discretionary | 86 | 1.7 |
| Non-Discretionary | 8 | 0.7 |
| Total | 94 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 94 | 2.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NexPoint Asset Management LP
✚
|
TX | 2.5 |
|
Atlantic Capital Strategies Inc
✚
|
2.5 | |
|
Diameter Principal Finance LLC
✚
|
NY | 2.5 |
|
Cohen & Steers Asia Limited
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|
2.5 | |
|
Radcliff Management LLC
✚
|
NY | 2.4 |
|
26north Direct Lending LP
✚
|
NY | 2.3 |
|
Cape Ann Asset Management Limited
✚
|
2.3 | |
|
SORA Investors LLC
✚
|
PA | 2.3 |
|
1988 Asset Management LLC
✚
|
NY | 2.3 |
|
Holbrook Holdings Inc
✚
|
GA | 2.3 |