Stone Ridge Advisors LLC

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Assets, Funds, Holdings

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Stone Ridge Advisors LLC
CRD #327875
SEC #801-128819
CIK #
AUM $36.5 M (2025-03-10)
Employees 1 (100% Investors, 0% Brokers)
Phone212-431-4676
Address
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 15 5.9
(b) Individuals (high net worth individuals) 14 29.8
(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 1 0.7
(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 30 36.5
By Discretionary
Discretionary 30 36.5
Non-Discretionary 0 0.0
Total 30 36.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 36.5
Total 30 36.5
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NY 0.0
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Kaiser Wealth Management
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Clarivor LLC
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