Heydorn Stone Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Larchmont, NY. Its latest Form ADV filing, dated March 12, 2026, reports $142M in regulatory assets under management, 3 employees, and 364 accounts.
Assets Under Management
$142M
Employees
3
Offices
--
Total Clients
117
Primary office
LARCHMONT, NY
2039 PALMER AVENUE, SUITE 202, LARCHMONT, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
63
2
Individuals
42.7%
50
3
Pension Plans
1.7%
2
4
Charitable
1.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of March 12, 2026
Discretionary93.0%
$132M
93% of total RAUM93.0%
Non-discretionary7.0%
$10M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$142M
Total Accounts364
10Y AUM Change+$83M (+141.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee39:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.