$2.8M Total AUM
$2.8M Disc. AUM
0.4% 3Y CAGR
21 Employees
142 ADV. Clients
13 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2013
- Office Locations
- 1
Office Locations
22 Parsonage Street #110 Providence RI
About Marstone LLC
Marstone LLC is a Providence-based RIA. The firm has been operating for 13 years. Managing $2.8M in total assets under management, with 2 advisory representatives. They custody assets with Pershing. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$19.9K AVG AUM / CLIENT
6.4 yrs AVG TENURE
21 Employees
2 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Harbor Radial Pioneer
Custodian
Atlas matrix
Investment Themes
North foundation Momentum Insight atlas
Investment Vehicles
Zenith ember
Services
Focus oak
Owner & Executives
M
MARGARET JOSEPHINE HARTIGAN MS
Chief Executive Officer, Founder
- CRD
- #4604083
- Ownership
- Less than 5%
(876) 294-7934
oak.element@optimacapital.com
in linkedin.com/in/vertex-summit
C
CHRISTOPHER DALTON LAVINE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(909) 412-4350
quantum.eagle@northcapital.com
in linkedin.com/in/peak-catalyst
N
North signal
Zenith timber
- CRD
- #91155
- Ownership
- 20.1%
(911) 289-4552
unison.signal@capitalcapital.com
in linkedin.com/in/vector-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,825,414 | $15,697 |
| Non-Discretionary | $0 | -- |
| Total | $2,825,414 | $15,697 |
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Separately Managed Accounts
Total SMA Asset: $2,825,414
Equity - Exchange:
78.4% Cash:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,966,802,111 | 78.4% |
| Cash | $1,919,425,071 | 21.6% |
| Total | $8,886,227,182 | 100.0% |