DRYSTONE LLC
Adviser information for DRYSTONE LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 35 | $124.4M |
| Non-Discretionary | 0 | $0 |
| Total | 35 | $124.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $1.7M |
| HNW Individuals | 25 | $122.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesFOR ONE CLIENT ONLY, PERIODIC CONSULTATION RE CLIENT'S OWN SELECTIONS FROM A SET MUTUAL FUND MENU NOT SELECTED BY DRYSTONE |
|---|---|
| Compensation | % of AUMPERIODIC CONSULTATION FEE ONE CLIENT RE HIS MUTUAL FUND CHOICES |
Identifiers
| SEC RIA File Number | 801-121436 |
|---|---|
| SEC ERA File Number | 801-121436 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 146951 |
| Legal Entity Identifier | None |
Principal Office
2400 FOX PATH CTSUITE 101
CHARLOTTESVILLE
VA
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 434.872.3168, Fax: None
Chief Compliance Officer
CHRISTOPHER H JACKSON
4301 IVY ROAD
BOX 442
IVY
VA
United States
Tel:
434.872.3168
C**@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JACKSON, CHRISTOPHER, HEYWARD | Individual | – | MANAGING MEMBER | 01/2008 | > 75% |
| JACKSON, CHRISTOPHER, HEYWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2008 | > 75% |