Stonehaven Advisors, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
8
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
322608
Fee structure
Other

Firm profile

FINTRX

Overview

Stonehaven Advisors, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is identified as being owned by a combination of a domestic entity and an individual. Its public profile indicates a non-standard fee arrangement ("Other") and it is not listed as a capital allocator. Stonehaven does not identify as an active ESG investor, is not marked as a multi-state adviser in the snapshot, and is not positioned as a pension consultant or as a related adviser to another entity. The firm has explicit industry roles beyond traditional advisory duties: it is affiliated with broker-dealer and sponsor activities and is described as functioning as a general partner and managing member of pooled investment vehicles. That combination suggests Stonehaven’s business model includes sponsoring and operating investment pools in addition to providing advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Steven Jafarzadeh

    Steven Jafarzadeh

    Managing Director & Chief Compliance Officer PartnerCRD 2994968

  • David Frank

    David Frank

    CEO, Founder & Managing PartnerCRD 3256230

Contacts

3 of 5
  • David Steck

    David Steck

    FounderCRD 1704271

  • Thomas McCloskey

    Thomas McCloskey

    Managing Partner, FounderCRD 7277712

  • Peter Hornick

    FounderCRD 2079018

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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
600 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth