Stonecastle Asset Management, LLC
● SEC registered since 2013CRD 166252SEC# 801-77433New York, NY
Reg. AUM
$7.5M
Employees
6
Accounts
1
Location
New York, NY
Stonecastle Asset Management, LLC assets under management
Stonecastle Asset Management, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It reports $7.5 million in regulatory assets under management and employs 6 people.
Stonecastle Asset Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Shilowitz Control | Officer | Under 5% | 2012 |
| Jonathan Scott Stammelman Control | Chief Financial Officer | Under 5% | 2025 |
| Joshua Stuart Siegel Control | Officer | Under 5% | 2012 |
| Rachel Nachas Schatten Control | Chief Compliance Officer | Under 5% | 2014 |
| Stonecastle Advisory Services, LLC Control | Sole Member | Over 75% | 2018 |
| Charlesbank Equity Partners VI, LP Control | Member | 25-50% | 2009 |
| Joshua Stuart Siegel Control | Managing Member | 25-50% | 2003 |
| Stonecastle Partners, LLC Control | Sole Member | Over 75% | 2018 |
Frequently asked questions
How much does Stonecastle Asset Management, LLC manage?
Stonecastle Asset Management, LLC reports $7.5 million in regulatory assets under management on its Form ADV.
How many employees does Stonecastle Asset Management, LLC have?
Stonecastle Asset Management, LLC reports 6 employees.
Where is Stonecastle Asset Management, LLC located?
Stonecastle Asset Management, LLC is based in New York, NY and has been SEC-registered since 2013.
Does Stonecastle Asset Management, LLC disclose fund performance?
Stonecastle Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 152 West 57th Street, Floor 52, New York, NY 10019 |
| Phone | 212-354-6500 |
| Fax | 212-354-6565 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.5MNo change
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$7.5Mregulatory AUM
Discretionary $0Non-discretionary $7.5M