Stone Capital Partners manages accounts using technical analysis, momentum indicators, and swing trading techniques. The firm aims to profit from volatility, especially in the technology sector, by taking both long and short positions. Positions are primarily in listed equities, with a small allocation to listed options using put and call spreads. Accounts are discretionary, meaning Stone Capital makes trades without asking you first. The firm does not tailor advice to individual needs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% annual management fee, Stone Capital charges a performance-based fee of 20% of any appreciation in the client's account, deducted at the end of each calendar quarter. There is a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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