RIA Intel›Advisers›Illinois›MOONSTONE ASSET MANAGEMENT, INC.

MOONSTONE ASSET MANAGEMENT, INC.

Advisory

NORTHBROOK, IL

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in IL

#1,088

of 1,719 advisers by AUM

Average account

$1M

across 68 accounts

AUM per adviser

$19M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, IL

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

68 clients

23 high-net-worth

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

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