Marstone LLC
Marstone LLC is an SEC-registered mass-market adviser in Providence, RI with $2.8M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Marstone LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164810, SEC 801-78264, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $2.8M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Providence, RI
- Employees
- 21
- Clients
- 139
- CRD
- 164810
- Ownership
- MARSTONE, INC; HARTIGAN, MARGARET, JOSEPHINE; LAVINE, CHRISTOPHER, DALTON; Uruba, James; Minor, Marc, B.
How much AUM does Marstone LLC have?
Marstone LLC reported $2.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Marstone LLC?
Disclosed owners and executives of Marstone LLC include MARSTONE, INC, HARTIGAN, MARGARET, JOSEPHINE, LAVINE, CHRISTOPHER, DALTON, Uruba, James, Minor, Marc, B.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.