Centerstone Investors LLC (New York)

Name: Centerstone Investors LLC
Address: 135 Fifth Avenue Suite 3, New York, NY, 10010
Telephone: 212-503-5790

Centerstone Investors LLC is a large advisory firm based in New York. It manages $518.92 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

Centerstone Investors provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centerstone Investors: assets under management

The assets under management (AUM) of Centerstone Investors LLC is $518.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1800% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $518.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $259.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Centerstone Investors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Centerstone Investors serves?

The only and largest group of clients of Centerstone Investors is investment companies with 2 clients and $518.92 million of assets under management. Among the 11 most similar advisory firms, Centerstone Investors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $518.92 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Centerstone Investors doesn't advise any private funds.

Careers at Centerstone Investors LLC

The company employs 12 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Abhay Deshpande	Chief investment officer and managing member	1 Sep 2015	75% - 100%	xxx-xx-xxxx
Philip Anthony Santopadre	Chief compliance officer and managing partner	1 Mar 2016	Other	4548184

Based in New York

The principal office where Centerstone Investors LLC performs its advisory services is located at 135 Fifth Avenue Suite 3, New York, NY 10010, 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 212-503-5790. The normal business hours are 8:30 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at centerstoneinv.com.