Stonecastle Asset Management, LLC
Stonecastle Asset Management, LLC is an SEC-registered ria in New York, NY with $7.5M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Stonecastle Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166252, SEC 801-77433, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $7.5M (2026-03-31)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 6
- CRD
- 166252
- Ownership
- SCHATTEN, RACHEL, NACHAS; FARRELL, PATRICK, JOSEPH; STONECASTLE PARTNERS, LLC; SIEGEL, JOSHUA, STUART; SHILOWITZ, GEORGE
How much AUM does Stonecastle Asset Management, LLC have?
Stonecastle Asset Management, LLC reported $7.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Stonecastle Asset Management, LLC?
Disclosed owners and executives of Stonecastle Asset Management, LLC include SCHATTEN, RACHEL, NACHAS, FARRELL, PATRICK, JOSEPH, STONECASTLE PARTNERS, LLC, SIEGEL, JOSHUA, STUART, SHILOWITZ, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.