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Building 2STONECASTLE CASH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-354-6500
NotebookSEC #801-70257
Total AUM
$7.1B
Employees
48
Clients
971

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 WEST 57TH STREET
35TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-354-6500
Other Offices
2

ReceiptFinancials

Total AUM
$7.1B
Accounts
971
Discretionary
$4.2B
Accounts
805
Non-Discretionary
$2.9B
Accounts
166

ContactClients

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HNW Individual Clients
14
AUM
$9.3M
Banking Clients
353
AUM
$2B
Pooled Vehicle Clients
5
AUM
$100.1M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
11
AUM
$21.5M
Government Entity Clients
185
AUM
$1.9B
Insurance Company Clients
144
AUM
$606.6M
Corporation or Business Clients
255
AUM
$2.5B
Other Clients
3
AUM
$160.2K
Description of Other Clients
ADVISOR ACCOUNTS

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF GROSS INTEREST EARNED ON CLIENT BANK DEPOSITS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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