Advisor at Stonehurst Capital Management, LLC
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Firm
Stonehurst Capital Management, LLC
Location
Boxford, MA
Credentials
Series 66
Industry experience
24 years
Charles Husak is a financial advisor with Stonehurst Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and founded Stonehurst Capital Management in 2015. Stonehurst Capital Management provides discretionary managed account services to high net worth individuals and institutional clients, employing a proprietary fundamental value framework that integrates bottom-up stock selection with long and short positions, along with hedging strategies. The firm focuses on a limited client roster and combines medium- to long-term value investing with opportunistic short-term trades.
Based on Stonehurst Capital Management, LLC
2% annually, calculated and payable quarterly in arrears
Account minimum: $250,000
Boxford, MA
Massachusetts
Stonehurst Capital Management, LLC
2015 - Present (11 years)
Merrill
2009 - Present (17 years)
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