Stonehaven Advisors, LLC

Overview

Stonehaven Advisors, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. FINTRX characterizes ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser or a newly formed adviser. Fee arrangements are recorded as "Other," indicating non-standard or customized pricing rather than a simple percentage-of-assets model. Beyond advisory activity, Stonehaven Advisors has roles on the distribution and sponsor side: it is affiliated with broker-dealer and sponsor activities and serves as a general partner or managing member for pooled investment vehicles. That combination suggests the firm is involved both in placing or sponsoring pooled products and in operating them as a sponsor/GP.

Assets & Accounts

Investments & Alternatives

Location & Offices