WHITESTONE CAPITAL MANAGEMENT LLC

Overview

Whitestone Capital Management LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Its fees are a mix of percentage of assets under management, hourly charges and fixed fees, and it operates primarily as a discretionary manager — its stated discretionary assets match its total AUM. Investment positioning is equity-centric: the firm places a clear emphasis on exchange-traded equities as its principal allocation vehicle. At the same time, Whitestone acts as a capital allocator to outside alternative managers, using external funds to access private equity, hedge fund strategies, real estate and commodity-related exposures. The adviser does not identify as an active ESG investor and appears to run a compact, cash‑efficient model suited to smaller household relationships.

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Public Holdings

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Location & Offices