Stone Run Capital, LLC is a large advisory firm based in New York. It manages $246.5 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.
Stone Run Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stone Run Capital, LLC is $246.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 126% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stone Run Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Stone Run Capital is pooled investment vehicles with 2 clients and $137.22 million of assets under management. Among the 10 most similar advisory firms, Stone Run Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $238.32 million for 48 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stone Run Capital also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stone Run Capital, LLC performs its advisory services is located at 551 Fifth Avenue, New York, NY 10176, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 6467016087 or by fax 212-808-5301. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at stoneruncapital.com.