Stonegate Investment is a fund manager in Birmingham with $4.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
863748101
SEC advisor number
801-121509
FINRA CRD number
314889
AUM ?
$4.65 bn
(as of 5 Jun 24)
Accounts
2,572
(as of 5 Jun 24)
Employees
13
(11 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Stonegate Investment Group, LLC | $4.08 bn | |
Stonegate Opportunity Fund I, LLC | $31.18 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22