KSTONE PARTNERS LLC

KSTONE PARTNERS LLC of BRIARCLIFF MANOR, NY is an SEC-registered investment adviser (CRD 149931). Regulatory assets under management: $30.7M.

Registration

CRD: 149931
SEC file number: 801-124886
Type: Registered investment adviser
Location: 555 PLEASANTVILLE ROAD, SOUTH BUILDING, BRIARCLIFF MANOR, NY, 10510
Phone: 914-689-4800
Latest filing: 2024-03-27
Regulatory AUM: $30.7M
Discretionary AUM: $30.7M
Clients: 5
Accounts: 2

Officers, owners & control persons (8)

Name	Role	Location
KENYON MICHAEL JOHN	CHAIRMAN & CHIEF INVESTMENT OFFICER; TAX MATTERS PARTNER	—
MARREN JOSEPH HUGH	CHIEF EXECUTIVE OFFICER AND TAX MATTERS PARTNER; CHIEF EXECUTIVE OFFICER & TAX MATTERS PARTNER; PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER (+2 more)	—
MOLINARI GERALD JOHN	CHIEF FINANCIAL OFFICER	—
MARREN JOAN MURTAGH	PRESIDENT; TRUSTEE	—
KENYON ANN MARIE	PARTNER	—
DROHAN JOSEPH TRACY	MANAGING MEMBER; SENIOR MANAGING DIRECTOR	—
RICCI MARIA C	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER; SENIOR MANAGING DIRECTOR	—
MARTIN JEANETTE MARY	DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER	—

Private funds (2)

Fund	Type	Formed	Owners	Gross asset value	Min investment
KSTONE HIGH INCOME MUNI FUND LP	Hedge Fund	—	29	$24.3M	$1.0M
KSTONE DISTRESSED MUNI FUND LP	Hedge Fund	—	14	$11.1M	$1.0M

Fund service providers (1)

administrator: NAV FUND ADMINISTRATION GROUP — 2 funds

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