RIA Intel›Advisers›New York›EAGLESTONE CAPITAL MANAGEMENT LLC

EAGLESTONE CAPITAL MANAGEMENT LLC

Advisory

BRONXVILLE, NY

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in NY

#5,298

of 5,722 advisers by AUM

Average account

$9M

across 1 account

AUM per adviser

$9M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$9M

Discretionary %

100%

Clients

1

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

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