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| Stonebrook Private LLC
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|---|---|
| CRD # | 325434 |
| SEC # | 801-127617 |
| CIK # | 0002008738 |
| AUM | 937.0 M (2026-05-13) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 248-349-3027 |
| Address | 182 E Main Street Northville, MI 48167 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002008738 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.3 | ||
| Nvidia Corp | 11.3 | ||
| Microsoft Corp | 11.1 | ||
| Amazon Com Inc | 7.8 | ||
| Broadcom Inc | 6.2 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Illinois Tool Works Inc | 4.9 | ||
| Wal Mart Stores Inc | 4.8 | ||
| Grayscale Bitcoin MINI Trust BTC | 4.5 | ||
| Alphabet Inc | 3.7 | ||
| Expeditors International of Washington Inc | 3.7 | ||
| Johnson & Johnson | 3.5 | ||
| Alphabet Inc | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 96.8 |
| (b) Individuals (high net worth individuals) | 263 | 783.8 |
| (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 | 3 | 47.4 |
| (h) Charitable organizations | 9 | 8.8 |
| (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 | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,146 | 937.0 |
| By Discretionary | ||
| Discretionary | 4,016 | 877.2 |
| Non-Discretionary | 130 | 59.8 |
| Total | 4,146 | 937.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 937.0 | |
| Total | 4,146 | 937.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008738] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 940.2 M |
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Heronbridge Investment Management LLP
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935.3 M | |
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|
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CO | 934.6 M |
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Johnson Bixby & Associates LLC
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|
WA | 933.7 M |
|
Mountain Pacific Investment Advisers LLC
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|
ID | 933.7 M |
|
Strategic Equity Management Inc
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|
AZ | 933.5 M |
|
Estabrook Capital Management LLC
✚
|
NY | 933.3 M |