Marstone LLC
● SEC registered since 2013CRD 164810SEC# 801-78264Providence, RI
Reg. AUM
$2.8M
Employees
1
Accounts
180
Location
Providence, RI
Marstone LLC assets under management
Marstone LLC operates as an SEC-registered investment adviser based in Providence, RI. The firm has been registered since 2013. It reports $2.8 million in regulatory assets under management and employs 1 people.
Marstone LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charity Nicole Amari | Chief Compliance Officer | Under 5% | 2026 |
| Christopher Dalton Lavine Control | Chief Strategy Officer | Under 5% | 2017 |
| Iqvestment Holdings, LLC Control | Member | Over 75% | 2026 |
Frequently asked questions
How much does Marstone LLC manage?
Marstone LLC reports $2.8 million in regulatory assets under management on its Form ADV.
How many employees does Marstone LLC have?
Marstone LLC reports 1 employees.
Where is Marstone LLC located?
Marstone LLC is based in Providence, RI and has been SEC-registered since 2013.
Does Marstone LLC disclose fund performance?
Marstone LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 Parsonage Street, #110, Providence, RI 02903 |
| Phone | 212.203.7790 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.8M▲ 32%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,340 advisers
EmployeesTop 94%
More than 6% of 16,820 advisers
Assets under management
$2.8Mregulatory AUM
Discretionary $2.8M