RIA Intelligence

STONECASTLE CASH MANAGEMENT, LLC

CRD #150592 SEC #801-70257 NEW YORK, NY 212-354-6500
SEC Registered
Total AUM
$7.1B
Discretionary
$4.2B
Employees
48
Clients
--
Accounts
971

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2023
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, DANIEL, CHRISTOPHERICEONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
FARRELL, PATRICK, JOSEPHICFONA Control
HARDIN, MATTHEW, STEPHENICHIEF COMPLIANCE OFFICERNA
MAYERS, MATTHEW, REUBENISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
MAYERS, MATTHEW, REUBENISECRETARYNA Control
MAYERS, MATTHEW, REUBENISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
MAYERS, MATTHEW, REUBENISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
MAYERS, MATTHEW, REUBENISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
ROTELLA, STEPHEN, JOHNIVICE CHAIRMANNA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SCHATTEN, RACHEL, NACHASICCONA Control
SIEGEL, JOSHUA, STUARTIPRESIDENTNA Control
SIEGEL, JOSHUA, STUARTIPRESIDENTNA Control
SIEGEL, JOSHUA, STUARTIPRESIDENTNA Control
SIEGEL, JOSHUA, STUARTIPRESIDENTNA Control
SIEGEL, JOSHUA, STUARTIPRESIDENTNA Control
SIEGEL, JOSHUA, STUARTIPRESIDENTNA Control
STONECASTLE HOLDINGS, LLCDESOLE MEMBERE Control
STONECASTLE HOLDINGS, LLCDESOLE MEMBERE Control
STONECASTLE HOLDINGS, LLCDESOLE MEMBERE Control
STONECASTLE HOLDINGS, LLCDESOLE MEMBERE Control
STONECASTLE HOLDINGS, LLCDESOLE MEMBERE Control
STONECASTLE HOLDINGS, LLCDESOLE MEMBERE Control
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDEMEMBERE
STONECASTLE PARTNERS, LLCDESOLE MEMBERE Control
STONECASTLE PARTNERS, LLCDESOLE MEMBERE Control
MINOR, ERIK, ANDREICOOA Control
MINOR, ERIK, ANDREICCOA Control
MINOR, ERIK, ANDREICOOA Control
MINOR, ERIK, ANDREICOOA Control
MINOR, ERIK, ANDREICOOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control
ROTELLA, STEPHEN, JOHNICEOA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
STONECASTLE PARTNERS, LLCDESTONECASTLE HOLDINGS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE HOLDINGS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE HOLDINGS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE HOLDINGS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE HOLDINGS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE HOLDINGS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE PARTNERS, LLCE Control
STONECASTLE PARTNERS, LLCDESTONECASTLE PARTNERS, LLCE Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONE CASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
CHARLESBANK EQUITY FUND VI, LPDESTONECASTLE PARTNERS, LLCC Control
MAYERS, MATTHEW, REUBENISTONE CASTLE PARTNERS, LLCC Control
MAYERS, MATTHEW, REUBENISTONE CASTLE PARTNERS, LLCC Control
MAYERS, MATTHEW, REUBENISTONE CASTLE PARTNERS, LLCC Control
SHILOWITZ, GEORGEISTONE CASTLE PARTNERS, LLCC Control
SHILOWITZ, GEORGEISTONE CASTLE PARTNERS, LLCC Control
SHILOWITZ, GEORGEISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONE CASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control
SIEGEL, JOSHUA, STUARTISTONECASTLE PARTNERS, LLCC Control

Registrations

Federal

IA
Mar 31, 2023 REGISTERED

Address

152 WEST 57TH STREET
35TH FLOOR
NEW YORK, NY 10019
United States
Phone: 212-354-6500