Stonehaven, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 118913
- Registered since
- March 15, 2002
- Website
- stonehaven-llc.com
Firm profile
FINTRXOverview
Stonehaven, LLC is organized as a limited liability company and is classified in public metadata as an investment bank. Ownership is listed as a combination of a domestic entity and individual stakeholders. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a pension consultant or a related adviser. It is also not designated as a multi-state adviser in the available records. The available descriptors point toward a focus on investment-banking activities rather than traditional fee-based wealth management or discretionary asset management, though specific service lines, client segments, and fee arrangements are not disclosed in the material provided.
Assets & Accounts
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
3 of 24
Michael Walsh
CEOCRD 2181084

Joseph Weilgus
Chief Executive OfficerCRD 6021512

Alan Sheriff
Founder and Chief Executive OfficerCRD 1170259
Contacts
3 of 134
Marc McLean
PresidentCRD 5783478

Brian Grossman
FounderCRD 5210373

Jon Conner
Managing Director, FounderCRD 3253363
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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