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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2003
- Office Locations
- 1
Office Locations
About Stonehurst Management, LLC
Stonehurst Management is an independent New York-based RIA providing investment and wealth management for individuals and multigenerational families, as well as endowments, foundations, and other institutions. The firm builds asset-allocation portfolios using public funds, ETFs and fixed income, with experience in alternatives such as real estate and private equity, and offers tax planning and risk management support. Custodies with Charles Schwab.
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Owner & Executives
OWEN PATRICK JOHN KING
Chief Compliance Officer, Managing Member, President
- CRD
- #1631527
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,202,454 | $326,410 |
| Non-Discretionary | $0 | -- |
| Total | $27,202,454 | $326,410 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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