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CRD 170864
ALTAMONTE SPRINGS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STRATEGIC DIVERSIFIED INCOME FUND LLC | Other Private Fund | $157M | Apr 26, 2017 | 1 | Mar 29, 2016 | dropped | n/a |
| STRATEGIC III DIVERSIFIED GROWTH FUND LLC | Other Private Fund | $55.9M | Apr 26, 2017 | 1 | Mar 29, 2016 | dropped | n/a |
| STRATEGIC II DIVERSIFIED INCOME/GROWTH FUND LLC | Other Private Fund | $32.5M | Apr 26, 2017 | 1 | Mar 29, 2016 | dropped | n/a |
| MICHIGAN DIVERSIFIED INCOME FUND LLC | Other Private Fund | $28.8M | Apr 26, 2017 | 1 | Mar 29, 2016 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CEMETERY MANAGEMENT SERVICES, L.L.C. | SOLE MEMBER | E | yes | 12/2001 | May 6, 2014 | Mar 29, 2024 |
| Corbett, William | CHIEF INVESTMENT OFFICER | Na | yes | 11/2022 | Mar 29, 2024 | Mar 29, 2024 |
| CORNERSTONE FAMILY SERVICES OF WEST VIRGINIA LLC | SOLE SHAREHOLDER | F | yes | 09/2004 | May 6, 2014 | Mar 29, 2024 |
| CORNERSTONE FAMILY SERVICES OF WEST VIRGINIA SUBSIDIARY, INC. | SOLE MEMBER | E | yes | 12/2009 | May 6, 2014 | Mar 29, 2024 |
| DONOHUE, LILLY, HO | CHIEF EXECUTIVE OFFICER AND PRESIDENT | Na | yes | 11/2022 | Mar 29, 2024 | Mar 29, 2024 |
| EVERSTORY PARENT CORP. | SOLE SHAREHOLDER | E | yes | 11/2022 | Mar 29, 2024 | Mar 29, 2024 |
| HENLOPEN MEMORIAL PARK SUBSIDIARY LLC | SOLE MEMBER | E | yes | 09/2004 | May 6, 2014 | Mar 29, 2024 |
| SHEEAN, KAREN, SUE | CHIEF PEOPLE OFFICER | Na | yes | 08/2023 | Mar 29, 2024 | Mar 29, 2024 |
| Steffani, Scott | CHIEF FINANCIAL OFFICER AND TREASURER | Na | yes | 01/2024 | Mar 29, 2024 | Mar 29, 2024 |
| STONEMOR INC. | GENERAL PARTNER | F | yes | 12/2019 | Mar 30, 2020 | Mar 29, 2024 |
| STONEMOR OPERATING LLC | SOLE MEMBER | F | yes | 09/2004 | May 6, 2014 | Mar 29, 2024 |
| STONEMOR PARTNERS L.P. | SOLE MEMBER | E | yes | 09/2004 | May 6, 2014 | Mar 29, 2024 |
| Trujillo, Lorena | CCO, GENERAL COUNSEL, SECRETARY | Na | yes | 02/2022 | Feb 14, 2022 | Mar 29, 2024 |
| STONEMOR LP HOLDINGS, LLC | SOLE LIMITED PARTNER | E | no | 12/2019 | Mar 29, 2024 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CORNERSTONE FAMILY INSURANCE SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $1.1B | $0 | 2 | 1 | 0 | n/a | n/a |
| 2024 | Mar 21, 2025 | $1.2B | $0 | 3 | 1 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $1000M | $0 | 3 | 1 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $1.0B | $0 | 3 | 2 | 0 | n/a | n/a |
| 2021 | Feb 23, 2022 | $876M | $0 | 3 | 2 | 0 | n/a | n/a |
| 2020 | Mar 27, 2021 | $824M | $0 | 3 | 2 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $783M | $0 | 3 | 2 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $786M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $812M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2016 | Mar 29, 2017 | $796M | $0 | 3 | 3 | n/a | 4 | $491M |
| 2015 | Mar 29, 2016 | $762M | $0 | 3 | 3 | n/a | 4 | $40.8M |
| 2014 | Mar 27, 2015 | $830M | $0 | 3 | 3 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $1.2B | -7.0% | $1.0B | 2.3% | 2 | 3 | 0 | 0 |