Stonehaven Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 322608
- Website
- stonehaven-llc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Stonehaven Advisors, LLC is organized as a limited liability company and identifies as a domestic entity with individual ownership. The firm is registered in a nonstandard classification and reports a fee structure described as "Other." Its public profile lists roles beyond traditional advisory work: it operates as a broker-dealer and sponsor and serves as a general partner and managing member of pooled investment vehicles. Stonehaven does not market itself as an active ESG investor, is not listed as a multi-state adviser, and is not designated as a capital allocator in the available data. The year of SEC registration is not provided. Stonehaven’s combination of sponsor/GP responsibilities and broker-dealer activity indicates a business model that involves structuring and managing pooled vehicles and placing alternative investments, rather than operating strictly as a retail-focused RIA. Client segments and advisory activities are not detailed in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
David Frank
CEO, Founder & Managing PartnerCRD 3256230
Steven Jafarzadeh
Managing Director & Chief Compliance Officer PartnerCRD 2994968
Contacts
3 of 4
Bellanca LaFrance
ControllerCRD 8119665

Thomas McCloskey
Managing Partner, FounderCRD 7277712
Peter Hornick
FounderCRD 2079018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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