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HEYDORN STONE CAPITAL MANAGEMENT LLC
CRD 125903 · SEC 801-64133
2039 PALMER AVENUE, SUITE 202, LARCHMONT, NY, 10538, United States
Phone
914-752-5300
Fax
914-752-5302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.0M
Discretionary AUM
$132.0M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $24.5M |
| High net worth individuals | 63 | $114.4M |
| Pension/profit sharing plans | 2 | $1.3M |
| Charitable organizations | 2 | $1.8M |
States served
CA, MA, NJ, NY, OH, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD