STONE BEACH INVESTMENT MANAGEMENT, LLC
CRD #163163 SEC #801-79745 NEW CANAAN, CT (203) 247-4573
SEC Registered
Total AUM
$20.8M
Discretionary
$20.8M
Employees
0
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $20.8M | $20.8M | $0 | 0 | 1 |
| Mar 2021 | $39.8M | $39.8M | $0 | 1 | 2 |
| Apr 2020 | $20.7M | $20.7M | $0 | 1 | 2 |
| Jul 2019 | $18.1M | $18.1M | $0 | 3 | 2 |
| Feb 2019 | $18.1M | $18.1M | $0 | 3 | 2 |
| May 2018 | $18.9M | $18.9M | $0 | 3 | 2 |
| Mar 2018 | $18.9M | $18.9M | $0 | 4 | 2 |
| May 2017 | $15.9M | $15.9M | $0 | 4 | 1 |
| Apr 2017 | $15.9M | $15.9M | $0 | 4 | 1 |
| Mar 2016 | $15.7M | $15.7M | $0 | 4 | 1 |
| Apr 2015 | $2.7M | $2.7M | $0 | 4 | 1 |
| Sep 2014 | $14.9M | $14.9M | $0 | 4 | 1 |
| May 2014 | $14.9M | $14.9M | $0 | 4 | 1 |
DateApr 2022
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees0
Clients1
DateMar 2021
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees1
Clients2
DateApr 2020
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients2
DateJul 2019
Total AUM$18.1M
Discretionary$18.1M
Non-Disc.$0
Employees3
Clients2
DateFeb 2019
Total AUM$18.1M
Discretionary$18.1M
Non-Disc.$0
Employees3
Clients2
DateMay 2018
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2018
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees4
Clients2
DateMay 2017
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees4
Clients1
DateApr 2017
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$15.7M
Discretionary$15.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2015
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees4
Clients1
DateSep 2014
Total AUM$14.9M
Discretionary$14.9M
Non-Disc.$0
Employees4
Clients1
DateMay 2014
Total AUM$14.9M
Discretionary$14.9M
Non-Disc.$0
Employees4
Clients1