Stonegate Investment Group LLC

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Stonegate Investment Group LLC ✚
CRD #	314889
SEC #	801-121509
CIK #	0001904154, 0001877054
AUM
Employees	14 (86% Investors, 0% Brokers)
Phone	205-963-0840
Address	2005 Stonegate Trail Birmingham, AL 35242
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Stonegate Opportunity Fund II LLC	[2025-05-28]	32.5 M
	Filed 2025-05-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
VC	Stonegate Cyber II LLC	[2023-03-17]	3.7 M	3.7 M
	Filed 2023-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
VC	Stonegate Cyber I LLC	[2023-03-17]	3.7 M
	Filed 2023-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Stonegate Opportunity Fund I LLC	2022-10-20		44.3 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	858	0.4
(b) Individuals (high net worth individuals)	451	4.6
(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	2	0.0
(g) Pension and profit sharing plans	52	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	141	0.6
(n) Other	0	0.0
Total	2,768	5.7
By Discretionary
Discretionary	1,912	4.9
Non-Discretionary	856	0.7
Total	2,768	5.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		5.7
Total	2,768	5.7

Form D Directors	Role	# Filings	# Firms
Matthew Brown	Director, Executive Officer	194	13
Tony Smith	Executive Officer	8	2
Jay Allen	Executive Officer	5	2
Stonegate Investment Group LLC	Executive Officer	4	2
Chris Compton	Director, Executive Officer	4	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001877054]
13F-HR	[0001904154]

Firm Profile (Form ADV)
Clients	2
Serves	Institutional, Retail
Fund Types	Hedge Fund

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Stonegate Investment Group LLC

Assets, Funds, Holdings