# Stonehurst Management, LLC

> Stonehurst Management, LLC is a state-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 124784
- Filed as: STONEHURST MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124784
- AdvisorCensus page: https://advisorcensus.com/firm/stonehurst-management-llc-new-york-ny-124784

## Quick answers

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

**Where is Stonehurst Management, LLC located?**
Stonehurst Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Stonehurst Management, LLC registered with the SEC or a state?**
Stonehurst Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 124784.

**How much does Stonehurst Management, LLC manage?**
Stonehurst Management, LLC reports $27,202,454 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Stonehurst Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Stonehurst Management, LLC: Regulatory assets under management: $122,559,419 in the October 2021 data and $27,202,454 in the October 2026 data, down 78%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonehurst Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (9); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Stonehurst 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/124784

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,202,454
- Discretionary: $27,202,454
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $679,650 |
| High net worth individuals | 18 | $21,650,912 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,074,971 |
| Charitable organizations | 1 | $1,924,600 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $872,321 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- 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)
- stonehurst.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,559,419 | 1 | September 17, 2021 |
| October 2022 | $28,132,502 | 1 | March 31, 2022 |
| October 2023 | $19,205,171 | 1 | March 31, 2023 |
| October 2024 | $20,890,241 | 1 | August 23, 2024 |
| October 2026 | $27,202,454 | 1 | March 16, 2026 |

Regulatory assets under management: $122,559,419 in the October 2021 data and $27,202,454 in the October 2026 data, down 78%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonehurst Management, LLC (CRD 124784): Form ADV filing data as of October 2026.