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North Stone Capital Management, LLC (San Francisco)


North Stone Capital Management, LLC is an adviser based in San Francisco. It manages $50 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

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North Stone Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Stone Capital Management: assets under management

The assets under management (AUM) of North Stone Capital Management, LLC is $50 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay North Stone Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where North Stone Capital Management, LLC performs its advisory services is located at One Ferry Building, Suite 255, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-677-5861 or by fax 415-677-5865. The normal business hours are 7:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.northstonecapital.com.


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