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Stonecastle Advisors, LLC

● SEC registered since 2004CRD 132495SEC# 801-63438New York, NY
Export (members)
Ranks #3,355 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$763.4M
Fund GAV
$763.4M
Private funds
5
Employees
6
Accounts
5
Location
New York, NY

Stonecastle Advisors, LLC assets under management

Stonecastle Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2004. It reports $763.4 million in regulatory assets under management and employs 6 people. Stonecastle Advisors, LLC manages 5 private funds with combined gross assets of $763.4 million, including US Capital Funding VI, Ltd. By regulatory assets, it ranks 3,355 of 6,004 private fund managers.

Stonecastle Advisors, LLC private funds

5 funds · $763.4M GAV
FundTypeGross assetsMin.
US Capital Funding VI, Ltd.Securitized Asset$306.4M$100K
US Capital Funding V, Ltd.Securitized Asset$182.1M$100K
US Capital Funding II, Ltd.Securitized Asset$125M$100K
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Stonecastle Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
George Shilowitz ControlExecutive OfficerUnder 5%2007
Jonathan Scott Stammelman ControlChief Financial OfficerUnder 5%2025
Joshua Stuart Siegel ControlPresidentUnder 5%2004
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Frequently asked questions

How much does Stonecastle Advisors, LLC manage?

Stonecastle Advisors, LLC reports $763.4 million in regulatory assets under management on its Form ADV.

How many private funds does Stonecastle Advisors, LLC manage?

Stonecastle Advisors, LLC manages 5 private funds with combined gross assets of $763.4 million.

How many employees does Stonecastle Advisors, LLC have?

Stonecastle Advisors, LLC reports 6 employees.

Where is Stonecastle Advisors, LLC located?

Stonecastle Advisors, LLC is based in New York, NY and has been SEC-registered since 2004.

Does Stonecastle Advisors, LLC disclose fund performance?

Stonecastle Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address152 West 57th Street, Floor 52, New York, NY 10019
Phone212-354-6500
Fax212-354-6565
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$763.4M▼ 27%
Mar '25 — $1.05BApr '25 — $1.05BMay '25 — $1.05BJun '25 — $1.05BJul '25 — $1.05BAug '25 — $1.05BSep '25 — $1.05BOct '25 — $1.05BNov '25 — $1.05BDec '25 — $1.05BJan '26 — $1.05BFeb '26 — $1.05BMar '26 — $763.4MApr '26 — $763.4MMay '26 — $763.4MJun '26 — $763.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 56%
Larger than 44% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$763.4Mregulatory AUM
Discretionary $763.4M

Service providers