# 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.

- CRD: 164981
- Filed as: STONE HILL FIDUCIARY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Great Neck, NY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164981
- AdvisorCensus page: https://advisorcensus.com/firm/stone-hill-fiduciary-management-llc-great-neck-ny-164981

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Management Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,785,133,518
- Discretionary: $1,965,129,216
- Non-discretionary: $820,004,302

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 94 | $2,781,412,721 |
| Other investment advisers | Fewer than 5 | $3,720,797 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 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)
- [stonehillfiduciary.com](https://stonehillfiduciary.com)
- LinkedIn @stone-hill-fiduciary-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,283,781,762 | 3 | March 19, 2021 |
| October 2022 | $1,459,485,475 | 3 | March 21, 2022 |
| October 2023 | $1,800,105,223 | 3 | March 27, 2023 |
| October 2024 | $2,160,456,028 | 3 | March 22, 2024 |
| October 2025 | $2,387,590,221 | 3 | March 19, 2025 |
| October 2026 | $2,785,133,518 | 3 | March 25, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Hill Fiduciary Management, LLC (CRD 164981): Form ADV filing data as of October 2026.