THE STONEHARBOR GROUP, LLC
CRD #119982 SEC #801-69809 SANTA FE, NM 505-984-2000
SEC Registered
Total AUM
$83.7M
Discretionary
$80.7M
Employees
1
Clients
--
Accounts
86
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARDNER, STEWART, ANDERSON | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDNER, STEWART, ANDERSON | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDNER, STEWART, ANDERSON | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDNER, STEWART, ANDERSON | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDNER, STEWART, ANDERSON | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDNER, STEWART, ANDERSON | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART A. GARDNER TRUST 1958 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | NA | Control |
| STEWART A. GARDNER TRUST 1958 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | NA | Control |
| LOXLEY CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| LOXLEY CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| STEWART A. GARDNER TRUST 1971 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | D | |
| STEWART A. GARDNER TRUST 1971 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | D | |
| STEWART A. GARDNER TRUST 1971 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | D | |
| STEWART A. GARDNER TRUST 1971 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | D | |
| STEWART A. GARDNER TRUST 1971 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | D | |
| STEWART A. GARDNER TRUST 1971 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | D | |
| STEWART A. GARDNER TRUST 1958 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | C | |
| STEWART A. GARDNER TRUST 1958 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | C | |
| STEWART A. GARDNER TRUST 1958 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | C | |
| STEWART A. GARDNER TRUST 1958 | DE | MEMBER; TRUSTEE - KAREN C LOWELL | C | |
| ROBERT G. GARDNER TRUST 2 | DE | MEMBER | B | |
| ROBERT G. GARDNER TRUST 2 | DE | MEMBER | B | |
| ROBERT G. GARDNER TRUST 2 | DE | MEMBER | B | |
| ROBERT G. GARDNER TRUST 2 | DE | MEMBER | B | |
| STEWART A GARDNER TRUST - 2000 | DE | MEMBER | B | |
| STEWART A GARDNER TRUST - 2000 | DE | MEMBER | B | |
| STEWART A GARDNER TRUST - 2000 | DE | MEMBER | B | |
| STEWART A GARDNER TRUST - 2000 | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GARDNER, STEWART, ANDERSON | I | STEWART A GARDNER TRUST - 2000 | F | Control |
| GARDNER, STEWART, ANDERSON | I | STEWART A GARDNER TRUST - 2000 | F | Control |
| GARDNER, STEWART, ANDERSON | I | STEWART A GARDNER TRUST - 2000 | F | Control |
| GARDNER, STEWART, ANDERSON | I | STEWART A GARDNER TRUST - 2000 | F | Control |
| GARDNER, STEWART, ANDERSON | I | STEWART A GARDNER TRUST - 2000 | F | Control |
| GARDNER, STEWART, ANDERSON | I | STEWART A GARDNER TRUST - 2000 | F | Control |
| GARDNER, THOMAS, LOWELL | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| GARDNER, THOMAS, LOWELL | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| GARDNER, THOMAS, LOWELL | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| GARDNER, THOMAS, LOWELL | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| HIGGINS, JOHN, PEABODY MONKS | I | ROBERT G. GARDNER TRUST 2 | F | |
| HIGGINS, JOHN, PEABODY MONKS | I | ROBERT G. GARDNER TRUST 2 | F | |
| HIGGINS, JOHN, PEABODY MONKS | I | ROBERT G. GARDNER TRUST 2 | F | |
| HIGGINS, JOHN, PEABODY MONKS | I | ROBERT G. GARDNER TRUST 2 | F | |
| HIGGINS, JOHN, PEABODY MONKS | I | ROBERT G. GARDNER TRUST 2 | F | Control |
| HIGGINS, JOHN, PEABODY MONKS | I | ROBERT G. GARDNER TRUST 2 | F | Control |
| LOWELL, KAREN, CONSTANCE | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER IRREV TR 1958 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER TRUST - 1971 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER IRREV TR 1958 | F | |
| LOWELL, KAREN, CONSTANCE | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER TRUST - 1971 | F | |
| LOWELL, KAREN, CONSTANCE | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER IRREV TR 1958 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER TRUST - 1971 | F | |
| LOWELL, KAREN, CONSTANCE | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER IRREV TR 1958 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER TRUST - 1971 | F | |
| LOWELL, KAREN, CONSTANCE | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER IRREV TR 1958 | F | Control |
| LOWELL, KAREN, CONSTANCE | I | THE STEWART A GARDNER TRUST - 2000 | F | |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER IRREV TR 1958 | F | Control |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER TRUST - 1971 | D | Control |
| LOWELL, KAREN, CONSTANCE | I | STEWART A GARDNER TRUST - 1971 | D | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (2)
NM TX
Address
433 PASEO DE PERALTASANTA FE, NM 87501
United States
Phone: 505-984-2000