Frederic Stupart
Frederic Stupart is a registered investment advisor at Eaglestone Capital Management LLC, based in Bronxville, NY, with 12 years of industry experience. Frederic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eaglestone Capital Management manages investments for a limited partnership. They charge an annual management fee of 1% of the capital under management. They also charge a performance-based fee of 20% of the net profits exceeding annual net losses, accrued loss carryforward, and an annual hurdle rate. These fees may be negotiable.
Location
66 Palmer Avenue, Suite 32B, Bronxville, NY, 10708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Frederic is the owner and advisor at Eaglestone Capital Management LLC, managing investments for friends and family since 2012. This takes a few hours per week, but no time during market hours.
Employment History
Current Registrations
Eaglestone Capital Management LLC
Previous Registrations
Ba Securities, LLCBroker
Opus Financial Partners, LLCBroker
Morgan Stanley & CO. LLCBroker
Credit Suisse Securities (USA) LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.