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STONE HILL FIDUCIARY MANAGEMENT, LLC
CRD 164981File 801-76970
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.