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MOONSTONE ASSET MANAGEMENT, INC.
CRD 146096
707 SKOKIE BOULEVARD, SUITE 520, NORTHBROOK, IL, 60062-1614, United States
Phone
847-205-5210
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$75.0M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $18.0M |
| High net worth individuals | 23 | $57.0M |
All web addresses on file
Official SEC filing: View on IAPD