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Building 2STONEPOINT CAPITAL, LLC

Map pinNASHVILLE, TN
Phone615-807-0678
NotebookSEC #801-118434
Total AUM
$154.9M
Employees
1
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4015 HILLSBORO PIKE
SUITE 211
NASHVILLE
TN 37215
United States
Operating Hours
8-5
Monday - Friday
Phone
615-807-0678

ReceiptFinancials

Total AUM
$154.9M
Accounts
22
Discretionary
$154.9M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$369.6K
HNW Individual Clients
18
AUM
$69.1M
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$77.7M
Pooled Vehicle Clients
1
AUM
$7.7M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BUSINESS/TAX CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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