Stone Hill Fiduciary Management provides portfolio management for institutions and pension consulting.
Stone Hill Fiduciary Management reports 94 clients. They include 94 pension and profit-sharing plans. Of its assets, 70.6% ($1.97B across 88 accounts) are managed with discretion; $820M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
| Other investment advisers | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 94 | $2.78B | 99.9% | $29.6M |
| Other investment advisers | Fewer than 5 | $3.72M | 0.1% | — |
| Total | 94 | $2.79B | 100% | — |
- Clients
- 94
- Regulatory AUM
- $2.78B
- AUM share
- 99.9%
- Avg. per client
- $29.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.72M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 94
- Regulatory AUM
- $2.79B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stone Hill Fiduciary Management is paid through fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Sheldon Geller owns 75% or more of Stone Hill Fiduciary Management. The leadership team of Stone Hill Fiduciary Management includes President Sheldon Geller and Chief Compliance Officer Caryn Newman. It has 3 employees, 2 of them in advisory roles.
Leadership
- Sheldon GellerPresident and Managing Member
- Caryn NewmanChief Compliance Officer
Staff
- 3 employees
- 2 in advisory functions
- Owns 75% or more of Stone Hill Fiduciary Management, LLC
Sheldon Geller
Control person · since July 2012
Stone Hill Fiduciary Management’s regulatory assets grew 2.2× from $1.28B (March 2021) to $2.79B (March 2026); clients rose from 67 to 94 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.79B | 94 | 3 | 1 |
| March 2025 | $2.39B | 93 | 3 | 1 |
| March 2024 | $2.16B | 92 | 3 | 1 |
| March 2023 | $1.8B | 88 | 3 | 1 |
| March 2022 | $1.46B | 79 | 3 | 1 |
| March 2021 | $1.28B | 67 | 3 | 1 |
Besides its headquarters, Stone Hill Fiduciary Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 1010 Northern Boulevard, Suite 308, Great NeckHQ
Contact and registration details
- Legal name
- Stone Hill Fiduciary Management, LLC
- Headquarters
- 1010 Northern Boulevard, Suite 308, Great Neck, NY 11021-5317
- Website
- stonehillfiduciary.com
- Phone
- 516-439-5581
- @stone-hill-fiduciary-management
- SEC file
- 801-76970
- Structure
- New York LLC
- Fiscal year end
- December
Stone Hill Fiduciary Management uses Fidelity ($2.25B) as custodian for its separately managed accounts. Stone Hill Fiduciary Management does not have custody of client assets.
- FidelityFidelity Management Trust Company · Boston, MA · $2.25B100%
At year end, Stone Hill Fiduciary Management’s separately managed accounts were mostly in funds (99%).
What the accounts hold
- Funds99%
- Registered funds97%
- Pooled vehicles2%
- Cash1%
How many clients does Stone Hill Fiduciary Management have?
Stone Hill Fiduciary Management has 94 clients and manages $2.79 billion for them, as of March 2026. They include 94 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Stone Hill Fiduciary Management offer?
Stone Hill Fiduciary Management provides portfolio management for institutions and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Stone Hill Fiduciary Management use?
Stone Hill Fiduciary Management’s separately managed account assets are held at Fidelity Management Trust Company (Boston, MA), with $2.25B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Stone Hill Fiduciary Management have?
Stone Hill Fiduciary Management has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stone Hill Fiduciary Management invest in?
At the end of its last fiscal year, Stone Hill Fiduciary Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stone Hill Fiduciary Management?
Stone Hill Fiduciary Management’s direct owner is Sheldon Geller (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Stone Hill Fiduciary Management get paid?
Stone Hill Fiduciary Management is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stone Hill Fiduciary Management?
Stone Hill Fiduciary Management’s main office is at 1010 Northern Boulevard, Suite 308, Great Neck, NY 11021-5317. Its phone number is 516-439-5581. Its website is stonehillfiduciary.com.