STONE RUN CAPITAL, LLC
Adviser information for STONE RUN CAPITAL, LLC last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
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 | 46 | $309.6M |
Non-Discretionary | 0 | $0 |
Total | 46 | $309.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 4 | $723,708 |
HNW Individuals | 8 | $102.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $194.9M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $11.2M |
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 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
551 FIFTH AVENUE33RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 646-701-6087, Fax: 212-808-5301
Chief Compliance Officer
JEFF HOERLE
MANAGING MEMBER, CCO
551 FIFTH AVENUE, SUITE 3300
NEW YORK
NY
United States
Tel:
646-701-6086
Fax:
212-808-5301
J******@******************M
(Full email address available in API data)
Regulatory Contact
DONNA MARTINEAU
OPERATIONS MANAGER
551 FIFTH AVENUE, SUITE 3300
NEW YORK
NY
United States
Tel:
646-701-6087
Fax:
212-808-5301
D*********@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ALPHA ASSOCIATES, L.P. | Hedge Fund | $183.1M | $0.1M | 19 |
STONE RUN CAPITAL PARTNERS, L.P. | Hedge Fund | $11.8M | $0.1M | 14 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HOERLE, JEFFREY, ARMSTRONG | Individual | – | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | 10/2009 | 50-75% |
HOERLE, ROBERT, FENELEY | Individual | – | MANAGING MEMBER | 10/2009 | 50-75% |