Maple Stone Capital Advisors, LLC (Stamford)

Name: Maple Stone Capital Advisors, LLC
Address: 68 Southfield Avenue, Suite 100, Stamford, CT, 06902
Telephone: 203-921-0355

Maple Stone Capital Advisors, LLC is a large advisory firm based in Stamford. It manages $50.25 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Connecticut and New York.

Maple Stone Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maple Stone Capital Advisors: assets under management

The assets under management (AUM) of Maple Stone Capital Advisors, LLC is $50.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maple Stone Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maple Stone Capital Advisors, LLC

Patrick Lee Mitchell has served as the Chief Investment Officer since 1 Aug 2007. Daniella Lipper joined the executive team most recently as the Director Of Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Lee Mitchell	Chief investment officer	1 Aug 2007	25% - 50%	4241187
Daniella Lipper	Director of research	1 Aug 2007	25% - 50%	2234044
Lorraine Fabiano Spurge	Chief compliance officer	1 Aug 2007	25% - 50%	1014243

Based in Stamford

The principal office where Maple Stone Capital Advisors, LLC performs its advisory services is located at 68 Southfield Avenue, Suite 100, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-921-0355 or by fax 203-921-0356. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at maplestonecapital.com.