Stone Hill Fiduciary Management, LLC
● SEC registered since 2012CRD 164981SEC# 801-76970Great Neck, NY
Reg. AUM
$2.79B
Employees
3
Accounts
95
Location
Great Neck, NY
Stone Hill Fiduciary Management, LLC assets under management
Stone Hill Fiduciary Management, LLC is an investment advisory firm registered with the SEC based in Great Neck, NY. The firm has been registered since 2012. It reports $2.8 billion in regulatory assets under management and employs 3 people.
Stone Hill Fiduciary Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caryn S Newman Control | Chief Compliance Officer | Under 5% | 2012 |
| Sheldon Martin Geller Control | President And Managing Member | Over 75% | 2012 |
Frequently asked questions
How much does Stone Hill Fiduciary Management, LLC manage?
Stone Hill Fiduciary Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Stone Hill Fiduciary Management, LLC have?
Stone Hill Fiduciary Management, LLC reports 3 employees.
Where is Stone Hill Fiduciary Management, LLC located?
Stone Hill Fiduciary Management, LLC is based in Great Neck, NY and has been SEC-registered since 2012.
Does Stone Hill Fiduciary Management, LLC disclose fund performance?
Stone Hill Fiduciary Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 Northern Boulevard, Suite 308, Great Neck, NY 11021-5317 |
| Phone | 516-439-5581 |
| Fax | 516-439-5558 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.79B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.79Bregulatory AUM
Discretionary $1.97BNon-discretionary $820M