STONE HILL FIDUCIARY MANAGEMENT, LLC

Overview

Stone Hill Fiduciary Management, LLC is a small, institutionally focused advisory firm that concentrates on portfolio management and pension consulting for businesses and other institutional clients. The firm operates on a fixed-fee advisory model and manages both discretionary and non-discretionary mandates, with a clear emphasis on pooled public funds and mutual-fund based solutions. Stone Hill positions itself as a fiduciary manager for pension plans and similar institutional mandates, applying model-driven allocations that rely heavily on liquid, publicly available securities complemented by selected third‑party alternative managers. Stone Hill is not an active ESG investor and is organized as a limited liability company with individual ownership. It is a single-state adviser by registration and has provided advisory services since 2012. Its business activity centers on serving institutions that require outsourced portfolio management and pension consulting rather than high-volume retail or advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices