CALISTONE CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LONG BEACH, California
CRD number
317102

Firm profile

FINTRX

Overview

Calistone Capital LLC is a privately held limited liability company controlled by an individual owner. Public filings in the source do not indicate an SEC registration year. The firm is categorized as unclassified in the available dataset and is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. The firm is not flagged as an active ESG investor. An industry affiliation listed for the business is real estate broker, which may reflect ties to property brokerage activity rather than a traditional wealth-management or institutional advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • EMILY XING

    Managing DirectorCRD 7453714

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LONG BEACH, CA

LOS ANGELES

Location

LONG BEACH, CA

Headquartered in LONG BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
100 Oceangate
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth