STONECASTLE ASSET MANAGEMENT, LLC

Overview

Stonecastle Asset Management, LLC is a small, SEC-registered investment adviser organized as an LLC and operating since 2013. The firm serves institutional clients and positions itself as a fixed-income manager: its portfolio activity centers on investment‑grade corporate bonds and separate managed account work. Advisory services are targeted at businesses and institutions rather than retail households, and the firm charges fees as a percentage of assets under management. Stonecastle reports a related-adviser structure and maintains affiliations with a broker‑dealer and a CPO/CTA. Those relationships suggest the firm sits inside a broader financial-services grouping and has structural access to trading and commodity/derivative capabilities through affiliated entities, even though the firm itself reports no active ESG investing program and does not register as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices