Kstone Partners Llc (Valhalla)
Kstone Partners Llc Is a Large Advisory Firm Based in Valhalla. It Manages $177.98 Million of Regulatory Assets for 5 Client Accounts. It Has Been Registered...
Kstone Partners LLC is a large advisory firm based in Valhalla. It manages $177.98 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009.
Kstone Partners provides portfolio management for pooled investment vehicles, selection of other advisers, and non-discretionary advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Kstone Partners: assets under management
The assets under management (AUM) of Kstone Partners LLC is $177.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 233% since the beginning of its operation, and $18.38 million of the total AUM is attributable to clients outside of the United States.
The firm manages $177.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.6 million each.
Kstone Partners has custody of $177.98 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Kstone Partners LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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