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HEYDORN STONE CAPITAL MANAGEMENT LLC
CRD 125903File 801-64133
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.0M
Bottom 25% of cohort (national)
Discretionary AUM
$132.0M
Non-discretionary $10.0M
Clients
117
364 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 29, 2005
- Principal office
- 2039 PALMER AVENUE, SUITE 202, LARCHMONT, NY, 10538
- Phone
- 914-752-5300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.0M
- Discretionary AUM
- $132.0M
- Non-discretionary AUM
- $10.0M
- Discretionary accounts
- 331
- Non-discretionary accounts
- 33
- Total accounts
- 364
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 63 | $114.4M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 50 | $24.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.