| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Registration Changed to KSTONE PARTNERS LLC |
| As of Date | 01/07/2021 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 12 |
| of those in investment advisory functions | 5 |
| AUM* | 148,873,666 |
| of that, discretionary | 148,873,666 |
| Private Fund GAV* | 0 |
| Avg Account Size | 24,812,278 |
| SMA’s | No |
| Private Funds | 0 6 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)