Advisor at Eaglestone Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eaglestone Capital Management LLC
Location
Bronxville, NY 10708
Credentials
Series 63, Series 65
Industry experience
12 years
Frederic Stupart is the sole advisor at Eaglestone Capital Management LLC, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at Ba Securities, LLC and Opus Bank. He also manages family and friends’ investment funds through his firm. Eaglestone Capital Management serves accredited and qualified investors through a single pooled limited partnership focused on publicly traded U.S. companies. The firm employs a bottom-up, fundamentals-driven investment process with a long-term, buy-and-hold approach and emphasizes concentrated portfolios managed opportunistically during market volatility.
1.00% annually
20% of the annual net profits exceeding the sum of annual net losses, accrued loss carryforward, and an annual hurdle rate
Account minimum: $250,000 (can be waived at discretion of Eaglestone)
66 Palmer Avenue, Suite 32 B
Bronxville, NY 10708
New York
Ba Securities, Llc
2020 - 2022 (2 years)
Opus Bank
2016 - 2018 (2 years)
Eaglestone Capital Management LLC
2012 - Present (14 years)
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