MOONSTONE ASSET MANAGEMENT, INC.

MOONSTONE ASSET MANAGEMENT, INC. of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 146096). Regulatory assets under management: $75.0M.

Registration

• CRD: 146096
• Type: Registered investment adviser
• Location: 707 SKOKIE BOULEVARD, NORTHBROOK, IL, 60062-1614
• Phone: 847-205-5210
• Latest filing: 2026-07-20
• Regulatory AUM: $75.0M
• Discretionary AUM: $75.0M
• Clients: 4
• Accounts: 68

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146096 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search