STONEGATE CAPITAL MANAGEMENT, LLC

STONEGATE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 290956). Regulatory assets under management: $7.5M.

Registration

• CRD: 290956
• Type: Registered investment adviser
• Phone: 3039565158
• Latest filing: 2026-03-27
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 2
• Accounts: 8

Business model

Compensation: % of AUM.

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 290956 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search