Stonehurst Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282668
- Website
- www.stonehurstcap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stonehurst Capital Management, LLC is an independent, Massachusetts-registered investment advisory firm organized as an LLC and owned by an individual principal. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its business activity is concentrated on discretionary management for a small, private client base rather than institutional or pension consulting work. The firm does not identify itself as an ESG investor and reports no related-adviser or multi-state advisory structure.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Covington Investment Management, LLC
RIANew Orleans, LA
Reichel Management Company LLC
RIAElevate Financial
RIAGrand Street Capital Management, L.L.C.
RIAWinston Salem, NC
Patel Wealth Strategies, Inc.
RIAChandler, AZ
Stravolo Wealth Management, LLC
RIASpartanburg, SC