STONEHAVEN, LLC

Overview

Stonehaven, LLC is organized as a limited liability company and is SEC-registered (registration year listed as 2002). FINTRX classifies the firm as an investment bank rather than as a traditional registered investment adviser or capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The FINTRX profile indicates several negative flags that shape how the firm appears: it is not listed as a capital allocator, is not identified as an active ESG investor, and is not described as a pension consultant or related adviser. The record also marks the firm as not being a multi-state adviser and not newly formed. FINTRX does not provide detail on the firm’s client base, fee schedules, business lines, or specific advisory activities.

Location & Offices