Stone Hill Fiduciary Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Great Neck, NY. Its latest Form ADV filing, dated March 25, 2026, reports $2.8B in regulatory assets under management, 3 employees, and 95 accounts.
Assets Under Management
$2.8B
Employees
3
Offices
--
Total Clients
94
Primary office
GREAT NECK, NY
1010 NORTHERN BOULEVARD, SUITE 308, GREAT NECK, NY, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
94
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 25, 2026
Discretionary70.6%
$2.0B
71% of total RAUM70.6%
Non-discretionary29.4%
$820M
29% of total RAUM29.4%
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.
Total AUM$2.8B
Total Accounts95
10Y AUM Change+$2.0B (+258.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* 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.