STONEBROOK PRIVATE LLC
Firm details
- Headquarters
- NORTHVILLE, Michigan
- CRD number
- 325434
- Registered since
- April 7, 2023
- Website
- stonebrookprivate.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.65%
- Individuals10.33%
- Pension & Profit Sharing Plans5.06%
- Charitable Organizations0.94%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stonebrook Private LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (since 2023) and organized as a limited liability company with a mix of entity and individual ownership. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. Stonebrook does not present itself as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents7%
- State & Local Bonds3%
Owners & executives
1 of 1Spencer Knickerbocker
Partner, Chief Investment OfficerCRD 6363915
Contacts
3 of 3MARK ZYWIOL
Private Wealth AdvisorCRD 6645201
TODD KNICKERBOCKER
Senior Vice President, Wealth ManagementCRD 1999505
ROSEANN HIGGINS
Registered RepresentativeCRD 2300684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$438M in ETFs
55%
$242M
21%
$196M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $32.5M | 424,871 | 7.42% |
Location
NORTHVILLE, MI
WAYNE
Location
NORTHVILLE, MI
Headquartered in NORTHVILLE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 182 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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