Stone Hill Fiduciary Management, LLC (Great Neck)

Name: Stone Hill Fiduciary Management, LLC
Address: 1010 Northern Boulevard, Great Neck, NY, 11021 5317
Telephone: 516-439-5581

Stone Hill Fiduciary Management, LLC is a large advisory firm based in Great Neck. It manages $939.53 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Stone Hill Fiduciary Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stone Hill Fiduciary Management: assets under management

The assets under management (AUM) of Stone Hill Fiduciary Management, LLC is $939.53 million. The firm's AUM has grown by 639% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $765.98 million in discretionary accounts and $173.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.68 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.92 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stone Hill Fiduciary Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stone Hill Fiduciary Management serves?

The only and largest group of clients of Stone Hill Fiduciary Management is pension and profit sharing plans with 62 clients and $939.53 million of assets under management. Among the 6 most similar advisory firms, Stone Hill Fiduciary Management has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $939.53 million for 62 clients. None of the firm’s clients are foreign persons or businesses.

Stone Hill Fiduciary Management doesn't advise any private funds.

Careers at Stone Hill Fiduciary Management, LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sheldon Martin Geller	President and managing member	1 Jul 2012	75% - 100%	2668997
Caryn S Newman	Chief compliance officer	1 Nov 2012	Other	5004938

Based in Great Neck

The principal office where Stone Hill Fiduciary Management, LLC performs its advisory services is located at 1010 Northern Boulevard, Great Neck, NY 11021 5317, 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 516-439-5581 or by fax 516-439-5558. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at stonehillfiduciary.com.