Stone Capital Partners, LLC
RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311973
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stone Capital Partners, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management as well as performance-based fees. While the firm does not actively engage in ESG investing, it has carved out a niche in managing investments for a diverse clientele, emphasizing personalized investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Shi Zhou
Registered RepresentativeCRD 6104529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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