MOORSTONE, L.P.

RIASEC RegisteredEst. 2026
Total AUM
$2.2B
Discretionary
$1.5B
70% of AUM
Avg account
$242M
Accounts
9
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
339519
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moorstone, L.P. is a limited partnership that operates as a hedge fund manager and serves institutional investors. The firm is registered with the SEC in 2026 and functions as a CPO/CTA, providing portfolio management for pooled investment vehicles. Moorstone acts in sponsor and general partner capacities for its funds and charges a mix of asset-based fees and performance-based compensation. The firm is structured to run pooled alternative vehicles rather than to act as a broad capital allocator. It does not present itself as an active ESG investor and is not registered as a multi-state adviser. Ownership is held by a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • TIMOTHY SCHMIDT

    Chief Operating OfficerCRD 5350288

Contacts

2 of 2
  • MATTHEW ZWEIG

    CCOCRD 5075305

  • JASON SIEGEL

    Managing PartnerCRD 5678540

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
610 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth