RIA Intelligence

SLATESTONE PRIVATE CLIENT, LLC

Legal name: SLATESTONE PRIVATE CLIENT

CRD #304249 SEC #801-116782 JUPITER, FL 561-244-2504
SEC Registered
Total AUM
$189.9M
Discretionary
$188M
Employees
8
Clients
0
Accounts
368

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 9, 2019
Branch Offices
6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COSTIGAN, DAVID, JOHNIMANAGING PARTNERNA Control
COSTIGAN, DAVID, JOHNIMANAGING PARTNERNA Control
DANIELS, SHARON, ANNEICHIEF COMPLIANCE OFFICER/MANAGING PARTNERNA Control
DANIELS, SHARON, ANNEICHIEF COMPLIANCE OFFICERNA Control
DANIELS, SHARON, ANNEICHIEF COMPLIANCE OFFICERNA Control
TYLANDER, PATRICK, EDWARDIMANAGING PARTNERNA Control
TYLANDER, PATRICK, EDWARDIMANAGING PARTNERNA Control
SLATESTONE GROUP LLCDEMANAGING MEMBERE Control
SLATESTONE GROUP LLCDEMANAGING MEMBERE Control
SLATESTONE GROUP LLCDEMANAGING MEMBERE Control
COSTIGAN, DAVID, JOHNIMANAGING PARTNERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COSTIGAN, DAVID, JOHNISLATESTONE GROUP LLCF Control
COSTIGAN, DAVID, JOHNISLATESTONE GROUP LLCF Control
COSTIGAN, DAVID, JOHNISLATESTONE GROUP LLCF Control
TYLANDER, PATRICK, EDWARDISLATESTONE GROUP LLCD Control
TYLANDER, PATRICK, EDWARDISLATESTONE GROUP LLCD Control
TYLANDER, PATRICK, EDWARDISLATESTONE GROUP LLCD Control
DANIELS, SHARON, ANNEISLATESTONE GROUP LLCC Control
DANIELS, SHARON, ANNEISLATESTONE GROUP LLCC Control
DANIELS, SHARON, ANNEISLATESTONE GROUP LLCC Control

Registrations

Federal

IA
Aug 9, 2019 REGISTERED

Notice Filings (8)

CO DC FL LA MD NH NY TX

Address

4495 MILITARY TRAIL, SUITE 207
JUPITER, FL 33458
United States
Phone: 561-244-2504