STONEGATE INVESTMENT GROUP, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 314889). Regulatory assets under management: $5.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Allen Ray Walter | CHIEF WEALTH STRATEGIST, PARTNER; MANAGING MEMBER; PARTNER, CHIEF WEALTH STRATEGIST | Hartford, CT |
| Tony Randall Smith | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| Kimberly P Harless | CHIEF OPERATING OFFICER | — |
| Christopher J Compton | MANAGING DIRECTOR, PARTNER; MANAGING MEMBER | — |
| Matthew Crisman Brown | MANAGING DIRECTOR, PARTNER; MANAGING MEMBER | — |
| James Walter Allen | CHIEF WEALTH STRATEGIST, PARTNER; MANAGING MEMBER | — |
| Harry Lawrence Cowley | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| SMITH F RANDALL | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER; MANAGING MEMBER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| SHUCKEROW MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; SOLE MEMBER | — |
| DUNCAN JERRY GALE | MEMBER / PARTNER; PARTNER | — |
| HARLESS KIMBERLY P | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| SOMMER MARK FRANCIS | MANAGING DIRECTOR, PARTNER; MANAGING MEMBER; PARTNER | — |
| COMPTON CHRISTOPHER J | MANAGING DIRECTOR, PARTNER; MANAGING MEMBER; PARTNER | — |
| BROWN MATTHEW CRISMAN | MANAGING DIRECTOR, PARTNER; MANAGING MEMBER; PARTNER | — |
| RICHARDSON WILLIAM EVERETTE | MEMBER / PARTNER; PARTNER | — |
| COWLEY HARRY LAWRENCE | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
Venture Capital Fund: 2 · Hedge Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| STONEGATE CYBER II, LLC | Venture Capital Fund | Delaware | 36 | $3.7M | — |
| STONEGATE CYBER I, LLC | Venture Capital Fund | Delaware | 0 | — | — |
| STONEGATE OPPORTUNITY FUND II, LLC | Hedge Fund | Delaware | 0 | — | $50K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (205) 963-0840 |
| — | — | 1 | (205) 963-0840 |