Merestone Capital Management LLC is a large advisory firm based in Boston. It manages $180 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.
Merestone Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Merestone Capital Management LLC is $180 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Merestone Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Merestone Capital Management LLC performs its advisory services is located at 125 High Street, High Street Tower, Boston, MA 02110, 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 617-854-6611 or by fax 617-367-1538. The normal business hours are 8am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.gid.com.