S
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2025
- Office Locations
- 1
Office Locations
320 Boston Post Road Suite 180-102 Darien CT
About Stone Blue Capital LLC
Stone Blue Capital LLC is a Darien-based RIA. The firm has been operating for 1 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GREGORY STRICKLER MAKELA
Chief Compliance Officer, Managing Member
- CRD
- #1100727
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,722,685 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,722,685 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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