Moonstone Asset Management, Inc.

Overview

Moonstone Asset Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation that focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees rather than relying on performance-based or commission structures. Investment activity centers on public equities with a clear preference for exchange-traded instruments. Moonstone does not position itself as an ESG-focused manager and delivers advisory services directly rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices