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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

STONE HILL FIDUCIARY MANAGEMENT, LLC

CRD 164981

GREAT NECK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aa940fc-6086-a5c3-fdc6-ff2c47893fa5

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jul 24, 2012 to Mar 25, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Stone Hill Fiduciary Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 95
SEC number: 801-76970
CRD: 164981
Filings on the tape: 21
First filed: Jul 24, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, NY

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GELLER, SHELDON, MARTIN	PRESIDENT AND MANAGING MEMBER	E	yes	07/2012	Jul 24, 2012	Mar 22, 2024
NEWMAN, CARYN, S	CHIEF COMPLIANCE OFFICER	Na	yes	11/2012	Nov 21, 2012	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$2.8B	$2.0B	3	2	0	n/a	n/a
2024	Mar 19, 2025	$2.4B	$1.7B	3	2	0	n/a	n/a
2023	Mar 22, 2024	$2.2B	$1.5B	3	2	0	n/a	n/a
2022	Mar 27, 2023	$1.8B	$1.2B	3	2	0	n/a	n/a
2021	Mar 21, 2022	$1.5B	$1.2B	3	2	0	n/a	n/a
2020	Mar 19, 2021	$1.3B	$1.0B	3	2	0	n/a	n/a
2019	Mar 16, 2020	$1.0B	$838M	3	2	0	n/a	n/a
2018	Mar 27, 2019	$940M	$766M	4	2	0	n/a	n/a
2017	Mar 13, 2018	$850M	$703M	3	2	0	n/a	n/a
2016	Mar 21, 2017	$777M	$637M	3	2	n/a	n/a	n/a
2015	Mar 21, 2016	$591M	$483M	3	2	n/a	n/a	n/a
2014	Mar 18, 2015	$593M	$485M	3	2	n/a	n/a	n/a
2013	Mar 19, 2014	$460M	$460M	3	2	n/a	n/a	n/a
2012	Mar 11, 2013	$224M	$224M	3	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.8B	$2.4B	16.7%	$1.8B	15.7%	3	3	0	0

Relationships

Controls (2)

← GELLER, SHELDON, MARTINOwnerPRESIDENT AND MANAGING MEMBER, ownership code E, individual
Jul 24, 2012 to Mar 22, 2024factForm ADV
← NEWMAN, CARYN, SOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 21, 2012 to Mar 22, 2024factForm ADV

Dated events

Occurred
Jul 24, 2012
First Form ADV filing
Stone Hill Fiduciary Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8aa940fc-6086-a5c3-fdc6-ff2c47893fa5
First observed: Jul 24, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STONE HILL FIDUCIARY MANAGEMENT, LLC

CRD 164981

GREAT NECK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aa940fc-6086-a5c3-fdc6-ff2c47893fa5

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GELLER, SHELDON, MARTIN

PRESIDENT AND MANAGING MEMBER

yes

07/2012

Jul 24, 2012

Mar 22, 2024

NEWMAN, CARYN, S

CHIEF COMPLIANCE OFFICER

yes

11/2012

Nov 21, 2012

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$2.8B

$2.0B

n/a

2024

Mar 19, 2025

$2.4B

$1.7B

n/a

2023

Mar 22, 2024

$2.2B

$1.5B

n/a

2022

Mar 27, 2023

$1.8B

$1.2B

n/a

2021

Mar 21, 2022

$1.5B

$1.2B

n/a

2020

Mar 19, 2021

$1.3B

$1.0B

n/a

2019

Mar 16, 2020

$1.0B

$838M

n/a

2018

Mar 27, 2019

$940M

$766M

n/a

2017

Mar 13, 2018

$850M

$703M

n/a

2016

Mar 21, 2017

$777M

$637M

n/a

2015

Mar 21, 2016

$591M

$483M

n/a

2014

Mar 18, 2015

$593M

$485M

n/a

2013

Mar 19, 2014

$460M

n/a

2012

Mar 11, 2013

$224M

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

$2.8B

$2.4B

16.7%

$1.8B

15.7%