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STONE RIDGE ADVISORS
STONE RIDGE ADVISORS LLC
CRD 327875 · SEC 801-128819
CA, United States
Phone
212-431-4676
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$36.3M
Discretionary AUM
$36.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.5M |
| High net worth individuals | 11 | $29.0M |
| Pension/profit sharing plans | 1 | $800K |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD