{"url":"https://nivawealth.com/firms/stone-hill-fiduciary-management-164981","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164981","regulatoryAum":2785133518,"crd":"164981","history":[{"filedOn":"2021-03-19","regulatoryAum":1283781762,"clients":67,"employees":3,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":1459485475,"clients":79,"employees":3,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":1800105223,"clients":88,"employees":3,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":2160456028,"clients":92,"employees":3,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":2387590221,"clients":93,"employees":3,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":2785133518,"clients":94,"employees":3,"offices":1}],"secFileNumber":"801-76970","legalName":"Stone Hill Fiduciary Management, LLC","displayName":"Stone Hill Fiduciary Management","slug":"stone-hill-fiduciary-management-164981","website":"https://stonehillfiduciary.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/164981/3aa37dd547699e65-r1.webp","tone":"light","width":1039,"height":200,"sourceUrl":"https://www.stonehillfiduciary.com/","sourceLabel":"Stone Hill Fiduciary Management, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/stone-hill-fiduciary-management/about/","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1010 Northern Boulevard, Suite 308","city":"Great Neck","state":"NY","stateName":"New York","country":"United States","postalCode":"11021-5317"},"tradeNames":[],"registration":{"secApproved":"2 August 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2785133518,"discretionary":1965129216,"discretionaryAccounts":88,"nonDiscretionary":820004302,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pension and profit-sharing plans","clients":94,"regulatoryAum":2781412721},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":3720797}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Fidelity Management Trust Company","shortName":"Fidelity","location":"Boston, MA","smaAssets":2254447953}],"custodyNote":"Stone Hill Fiduciary Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Sheldon Geller","title":"President and Managing Member","crd":"2668997"},{"name":"Caryn Newman","title":"Chief Compliance Officer","crd":"5004938"}],"ownership":[{"label":"Sheldon Geller","detail":"President and managing member in the 75% or more ownership band and a control person, since July 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1010 Northern Boulevard, Suite 308","city":"Great Neck","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"516-439-5581","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":97},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/164981/PDF/164981.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stone Hill Fiduciary Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stone Hill Fiduciary Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Stone Hill Fiduciary Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stone Hill Fiduciary Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stone Hill Fiduciary Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stone Hill Fiduciary Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stone Hill Fiduciary Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stone Hill Fiduciary Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}