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Eddystone Capital LLC (New York)


Eddystone Capital LLC is an adviser based in New York. It manages $9.4 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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Eddystone Capital provides portfolio management for individuals and small businesses 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.

Eddystone Capital: assets under management

The assets under management (AUM) of Eddystone Capital LLC is $9.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eddystone Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Eddystone Capital LLC performs its advisory services is located at 31 West 34 St., New York, NY 10001, 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 646-558-3174 or by fax 646-626-7591. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at eddystonecapital.com.


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