MARSTONE LLC
CRD #164810 SEC #801-78264 PROVIDENCE, RI 212.203.7790
SEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
Employees
21
Clients
0
Accounts
154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2.1M | $2.1M | $0 | 21 | 0 |
| Mar 2025 | $2.1M | $2.1M | $0 | 21 | 0 |
| Mar 2024 | $2.5M | $2.5M | $0 | 29 | 0 |
| Mar 2023 | $2.8M | $2.8M | $0 | 32 | 0 |
| Sep 2022 | $3.1M | $3.1M | $0 | 32 | 0 |
| Jul 2022 | $3.1M | $3.1M | $0 | 26 | 0 |
| Jun 2022 | $3.1M | $3.1M | $0 | 26 | 0 |
| Mar 2022 | $3.1M | $3.1M | $0 | 26 | 0 |
| Mar 2021 | $1.4M | $1.4M | $0 | 26 | 0 |
| Dec 2020 | $742.7K | $742.7K | $0 | 26 | 0 |
| Oct 2020 | $742.7K | $742.7K | $0 | 26 | 0 |
| Jun 2020 | $742.7K | $742.7K | $0 | 26 | 0 |
| Apr 2020 | $742.7K | $742.7K | $0 | 26 | 0 |
| Apr 2019 | $28K | $28K | $0 | 25 | 0 |
| Apr 2018 | $15.2K | $15.2K | $0 | 15 | 0 |
| Mar 2017 | $24K | $24K | $0 | 13 | 1 |
| Dec 2016 | $19.8K | $19.8K | $0 | 12 | 1 |
| Mar 2016 | $19.8K | $19.8K | $0 | 12 | 1 |
| Aug 2015 | $15.5K | $15.5K | $0 | 10 | 1 |
| Apr 2015 | $15.5K | $15.5K | $0 | 10 | 1 |
| Mar 2015 | $15.5K | $15.5K | $0 | 10 | 1 |
| Aug 2014 | $500 | $500 | $0 | 9 | 0 |
DateOct 2025
Total AUM$2.1M
Discretionary$2.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$2.1M
Discretionary$2.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees29
Clients0
DateMar 2023
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees32
Clients0
DateSep 2022
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees32
Clients0
DateJul 2022
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees26
Clients0
DateJun 2022
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees26
Clients0
DateDec 2020
Total AUM$742.7K
Discretionary$742.7K
Non-Disc.$0
Employees26
Clients0
DateOct 2020
Total AUM$742.7K
Discretionary$742.7K
Non-Disc.$0
Employees26
Clients0
DateJun 2020
Total AUM$742.7K
Discretionary$742.7K
Non-Disc.$0
Employees26
Clients0
DateApr 2020
Total AUM$742.7K
Discretionary$742.7K
Non-Disc.$0
Employees26
Clients0
DateApr 2019
Total AUM$28K
Discretionary$28K
Non-Disc.$0
Employees25
Clients0
DateApr 2018
Total AUM$15.2K
Discretionary$15.2K
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$24K
Discretionary$24K
Non-Disc.$0
Employees13
Clients1
DateDec 2016
Total AUM$19.8K
Discretionary$19.8K
Non-Disc.$0
Employees12
Clients1
DateMar 2016
Total AUM$19.8K
Discretionary$19.8K
Non-Disc.$0
Employees12
Clients1
DateAug 2015
Total AUM$15.5K
Discretionary$15.5K
Non-Disc.$0
Employees10
Clients1
DateApr 2015
Total AUM$15.5K
Discretionary$15.5K
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$15.5K
Discretionary$15.5K
Non-Disc.$0
Employees10
Clients1
DateAug 2014
Total AUM$500
Discretionary$500
Non-Disc.$0
Employees9
Clients0