AdvisorCensus / Financial advisors / New York / New York / Stone Hill Fiduciary Management, LLC
Stone Hill Fiduciary Management, LLC
Filed as STONE HILL FIDUCIARY MANAGEMENT, LLC
Stone Hill Fiduciary Management, LLC is an SEC-registered investment advisory firm in Great Neck, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Stone Hill Fiduciary Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Stone Hill Fiduciary Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Stone Hill Fiduciary Management, LLC located?
Stone Hill Fiduciary Management, LLC's principal office is in Great Neck, NY, according to its Form ADV.
Is Stone Hill Fiduciary Management, LLC registered with the SEC or a state?
Stone Hill Fiduciary Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164981.
How much does Stone Hill Fiduciary Management, LLC manage?
Stone Hill Fiduciary Management, LLC reports $2,785,133,518 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (71% discretionary).
How have Stone Hill Fiduciary Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Stone Hill Fiduciary Management, LLC: Regulatory assets under management: $1,283,781,762 in the October 2021 data and $2,785,133,518 in the October 2026 data, up 117%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Stone Hill Fiduciary Management, LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (94).
Which custodians does Stone Hill Fiduciary Management, LLC use?
Stone Hill Fiduciary Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Management Trust Company as a custodian holding 10% or more of its separately managed account assets.
Does Stone Hill Fiduciary 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 SEC record: https://adviserinfo.sec.gov/firm/summary/164981
Does Stone Hill Fiduciary Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Stone Hill will impose a minimum dollar value (currently $5,000,000) on assets to qualify for investment advisory and/or ERISA fiduciary services. However, the minimum dollar value is the subject of negotiation under certain circumstances."
What changed in Stone Hill Fiduciary Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $2,387,590,221 to $2,785,133,518 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Stone Hill will impose a minimum dollar value (currently $5,000,000) on assets to qualify for investment advisory and/or ERISA fiduciary services. However, the minimum dollar value is the subject of negotiation under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,785,133,518 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,785,133,518 | 3 | March 25, 2026 |
| October 2025 | $2,387,590,221 | 3 | March 19, 2025 |
| October 2024 | $2,160,456,028 | 3 | March 22, 2024 |
| October 2023 | $1,800,105,223 | 3 | March 27, 2023 |
| October 2022 | $1,459,485,475 | 3 | March 21, 2022 |
| October 2021 | $1,283,781,762 | 3 | March 19, 2021 |
Regulatory assets under management: $1,283,781,762 in the October 2021 data and $2,785,133,518 in the October 2026 data, up 117%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $2,387,590,221 to $2,785,133,518 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stone Hill Fiduciary Management, LLC (CRD 164981): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stone-hill-fiduciary-management-llc-great-neck-ny-164981