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STONE HILL FIDUCIARY MANAGEMENT, LLC
CRD 164981File 801-76970
APPROVED
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.79B
Top 25% of cohort (national)
Discretionary AUM
$1.97B
Non-discretionary $820.0M
Clients
94
95 accounts
Employees
3
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 2, 2012
- Principal office
- 1010 NORTHERN BOULEVARD, SUITE 308, GREAT NECK, NY, 11021-5317
- Phone
- 516-439-5581
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.79B
- Discretionary AUM
- $1.97B
- Non-discretionary AUM
- $820.0M
- Discretionary accounts
- 88
- Non-discretionary accounts
- 7
- Total accounts
- 95
- AUM per client
- $29.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $3.7M |
| Pension and profit sharing plans | 94 | $2.78B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 93 | 94 | increased by1 |
| Apr 1, 2026 | AUM | $2,387,590,221 | $2,785,133,518 | increased by$397,543,297 |
| Apr 1, 2026 | Accounts | 94 | 95 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 93 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,459,485,475 | $2,387,590,221 | increased by$928,104,746 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 79 | 94 | increased by15 |
| Apr 1, 2022 | Clients | 67 | 79 | increased by12 |
| Apr 1, 2022 | AUM | $1,283,781,762 | $1,459,485,475 | increased by$175,703,713 |
| Apr 1, 2022 | Accounts | 67 | 79 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONE HILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONE HILL” may also match similarly-named firms). Confirm identity against each filing.
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.