Fourthstone LLC
● SEC registered since 2019CRD 169067SEC# 801-117051St. Louis, MO
Ranks #2,762 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.22B
Fund GAV
$1.22B
Private funds
3
Employees
12
Accounts
5
Location
St. Louis, MO
Fourthstone LLC assets under management
Fourthstone LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2019. It reports $1.2 billion in regulatory assets under management and employs 12 people. Fourthstone LLC manages 3 private funds with combined gross assets of $1.2 billion, including Fourthstone Master Opportunity Fund Ltd. By regulatory assets, it ranks 2,762 of 6,004 private fund managers.
Fourthstone LLC private funds
3 funds · $1.22B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fourthstone Master Opportunity Fund Ltd. | Hedge | $929.3M | $1M |
| Fourthstone Qp Opportunity Fund LP | Hedge | $258.5M | $1M |
| Fourthstone Small-Cap Financials Fund LP | Hedge | $33.3M | $1M |
Fourthstone LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Morris Stone Control | Ceo | Under 5% | 2022 |
| Louis Phillip Stone Control | Managing Member | Over 75% | 2013 |
| Robin Stanley Anderson | Chief Financial Officer, Chief Compliance Officer | 5-10% | 2017 |
Frequently asked questions
How much does Fourthstone LLC manage?
Fourthstone LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Fourthstone LLC manage?
Fourthstone LLC manages 3 private funds with combined gross assets of $1.2 billion.
How many employees does Fourthstone LLC have?
Fourthstone LLC reports 12 employees.
Where is Fourthstone LLC located?
Fourthstone LLC is based in St. Louis, MO and has been SEC-registered since 2019.
Does Fourthstone LLC disclose fund performance?
Fourthstone LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 575 Maryville Centre Dr., Suite 110, St. Louis, MO 63141 |
| Phone | (800) 771-8071 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1767803 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
AUM vs fund managersTop 46%
Larger than 54% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B