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| Stonecastle Asset Management LLC
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| |
|---|---|
| CRD # | 166252 |
| SEC # | 801-77433 |
| CIK # | 0001587566 |
| AUM | $7.5 MM (2024-05-31) |
| Employees | 9 (22% Investors, 44% Brokers) |
| Phone | 212-354-6500 |
| Address | 152 West 57th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 7.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 7.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 7.5 |
| Total | 1 | 7.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.5 | |
| Total | 1 | 7.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001587566] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| StoneCastle Asset Management LLC | |
| ArrowMark Financial Corp. |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Stonecastle Advisors LLC
✚
|
NY | 1.1 |
|
Stonecastle Asset Management LLC
✚
|
NY | 0.0 |
|
Stonecastle Cash Management LLC
✚
|
NY | 0.0 |
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Trustee Empowerment & Protection Inc
✚
|
MI | 0.0 |
|
Emerald Research Corporation
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|
NJ | 0.0 |
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|
CA | 0.0 |
|
MSA Power Funds LLC
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|
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|
Democracy Investment Management LLC
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|
Caltier Advisors LLC
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|
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|
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|
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|
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|
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|
0.0 | |
|
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