# Eaglestone Capital Management LLC

> Eaglestone Capital Management LLC is a state-registered investment advisory firm in Bronxville, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 297958
- Filed as: EAGLESTONE CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bronxville, NY
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297958
- AdvisorCensus page: https://advisorcensus.com/firm/eaglestone-capital-management-llc-bronxville-ny-297958

## Quick answers

**How is Eaglestone Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eaglestone Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eaglestone Capital Management LLC located?**
Eaglestone Capital Management LLC's principal office is in Bronxville, NY, according to its Form ADV.

**Is Eaglestone Capital Management LLC registered with the SEC or a state?**
Eaglestone Capital Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 297958.

**How much does Eaglestone Capital Management LLC manage?**
Eaglestone Capital Management LLC reports $9,102,200 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does Eaglestone Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Eaglestone Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297958

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,102,200
- Discretionary: $9,102,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,102,200 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eaglestone-capital.com
- eaglestonecapital.net
- LinkedIn linkedin.com
- X x.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 17, 2021 |
| October 2022 | Not reported | Not reported | March 2, 2022 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2026 | $9,102,200 | 1 | January 8, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eaglestone Capital Management LLC (CRD 297958): Form ADV filing data as of October 2026.