FIVE STONE CAPITAL, LLC

FIVE STONE CAPITAL, LLC is an SEC-registered investment adviser (CRD 133190). Regulatory assets under management: $9.7M.

Registration

• CRD: 133190
• Type: Registered investment adviser
• Phone: (510) 656-2406
• Latest filing: 2026-07-28
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.6M
• Non-discretionary AUM: $80K
• Clients: 2
• Accounts: 3

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133190 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search