Iniciar sesión Regístrese gratis

Merestone Capital Management LLC (Boston)


Merestone Capital Management LLC is a large advisory firm based in Boston. It manages $180 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.

Logo

Merestone Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Merestone Capital Management: assets under management

The assets under management (AUM) of Merestone Capital Management LLC is $180 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $180 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merestone Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Windsor Advisers Securities Llc Member 1 Oct 2005 50% - 75% 20-3714614
Real Estate Equities Llc Managing member 1 Oct 2005 75% - 100% 20-5792926
Gid Executive Incentive Llc Member 1 Oct 2005 25% - 50% 20-8201982
Andrew Fuller Stpierre Director and member 1 Jan 2013 25% - 50% 2253975
John Alexander Garofalo Director and member 1 Jan 2013 25% - 50% 4227091

Based in Boston

The principal office where Merestone Capital Management LLC performs its advisory services is located at 125 High Street, High Street Tower, Boston, MA 02110, 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 617-854-6611 or by fax 617-367-1538. The normal business hours are 8am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.gid.com.


Registered investment advisers similar to Merestone Capital Management LLC