A complete list of active advisors currently associated with Five Stone Capital, LLC

Warmer can help you find a great advisor at Five Stone Capital, LLC or one who fits your needs even better.

Five Stone Capital, LLC acts as general partner and investment adviser to Five Stone Capital Fund, L.P., a pooled investment vehicle, and also provides portfolio management services to a wrap-fee program. Investors in the Fund invest under offering materials and subscription documents and are generally subject to investor qualification standards (examples in the offering materials include a $2.2 million net worth test or at least $1,000,000 invested) and a signed limited partnership agreement. The firm manages the Fund on a discretionary basis and uses fundamental analysis for stock selection, seeking to limit single-stock exposure and to hold securities with lower correlation to the broader market. Execution practices include use of a prime brokerage, aggregation and block trades, and the firm maintains a Code of Ethics and personal-trading procedures to mitigate conflicts when associated persons trade securities also held by the Fund. Five Stone’s profile is notable for its role as a private fund adviser with a performance-based incentive allocation—an annual 20% allocation payable when current-year profits exceed unrecouped prior losses and calculated to include unrealized gains—an arrangement that is uncommon among supported peers. The firm operates with relatively modest assets under management (roughly $9–10 million), provides audited financial statements and K-1s to investors, and permits quarterly withdrawals from the Fund with 30 days’ written notice.

To learn more about the advisors currently working at Five Stone Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.