EAGLESTONE CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$9.1M
Discretionary
$9.1M
100% of AUM
Avg account
$9.1M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
BRONXVILLE, New York
CRD number
297958
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eaglestone Capital Management LLC is a limited liability company operating as a hedge fund adviser focused on pooled investment vehicles for institutional clients. The firm is owned by an individual and acts as sponsor, general partner and managing member for its pooled vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees, consistent with a hedge-fund operating model. Eaglestone reports no active ESG investing program and is not positioned as a multi-state adviser, pension consultant, capital allocator, or related-adviser network member.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • FREDERIC STUPART

    Managing MemberCRD 4573816

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRONXVILLE, NY

WESTCHESTER

Location

BRONXVILLE, NY

Headquartered in BRONXVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
66 Palmer Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth