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MARSTONE LLC
CRD 164810 · SEC 801-78264
22 PARSONAGE STREET, #110, PROVIDENCE, RI, 02903, United States
Phone
212.203.7790
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.8M
Discretionary AUM
$2.8M
Team
21 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $2.0M |
| Other investment advisers | 3 | $827K |
States served
CA, CO, KS, NJ, NY, NC, RI, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD