WHITESTONE CAPITAL MANAGEMENT LLC

WHITESTONE CAPITAL MANAGEMENT LLC of NEW ALBANY, IN is an SEC-registered investment adviser (CRD 315646). Regulatory assets under management: $11.8M.

Registration

• CRD: 315646
• Type: Registered investment adviser
• Location: 110 E MARKET ST, NEW ALBANY, IN, 47150
• Phone: 812-697-1537
• Latest filing: 2026-03-30
• Regulatory AUM: $11.8M
• Discretionary AUM: $11.8M
• Clients: 1
• Accounts: 173

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search