H
CRD: 333306
Honeoye Falls Capital LLC
Honeoye Falls, NY, 14472
5857707171
$67.0M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2024
- Office Locations
- 1
Office Locations
21 Norton Street Honeoye Falls NY
About Honeoye Falls Capital LLC
Honeoye Falls Capital LLC is a Honeoye Falls-based RIA. The firm has been operating for 1 years. Managing $67.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$33.5M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst Delta
Client Personas
Prime
Investment Themes
Beacon Focus
Investment Vehicles
Wave
Services
Timber element Unison harbor Focus
Owner & Executives
R
Ryan Larson Stoner
--
- CRD
- --
- Ownership
- 75% or more
(630) 902-4602
harbor.fusion@vitalcapital.com
in linkedin.com/in/north-ember
T
Thomas Philip Whitbeck
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(274) 520-4381
capital.legacy@primecapital.com
in linkedin.com/in/bridge-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | $2,680,000 |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | $2,680,000 |
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Separately Managed Accounts
Total SMA Asset: $67,000,000
Equity - OTC:
32.8% Equity - Exchange:
47.5% U.S. Government/Agency:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,658,062,798 | 32.8% |
| Equity - Exchange | $2,401,158,015 | 47.5% |
| U.S. Government/Agency | $995,848,693 | 19.7% |
| Total | $5,055,069,506 | 100.0% |