Marstone LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Providence, RI. Its latest Form ADV filing, dated March 24, 2026, reports $3M in regulatory assets under management, 21 employees, and 180 accounts.
Assets Under Management
$3M
Employees
21
Offices
--
Total Clients
142
Primary office
PROVIDENCE, RI
22 PARSONAGE STREET, #110, PROVIDENCE, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.9% of total clients.
Top client categories% of clientsClients
1
Individuals
97.9%
139
2
Other Advisers
2.1%
3
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3Mas of March 24, 2026
Discretionary100.0%
$3M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3M
Total Accounts180
10Y AUM Change+$3M (+11657.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee7:1
10Y Employee Change+8 (+61.5%)
* 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.