Lapistone Advisors LLC

Lapistone Advisors is a newly registered investment adviser that intends to provide portfolio management and ongoing investment advice primarily for pooled and institutional-style accounts, offering both discretionary and non‑discretionary services. As a new firm it currently reports no assets under management and plans to utilize non‑affiliated third‑party advisers to provide asset allocation and management services for certain clients.

The firm describes a flexible, opportunistic investment approach that combines fundamental, technical and cyclical analysis and may employ a range of strategies across equities, fixed income, ETFs, derivatives, short sales, margin and private or illiquid investments as appropriate to client objectives. Accounts are managed on an individualized basis, with ongoing monitoring of recommended third‑party advisers and periodic reviews of performance and suitability.

Notably, the firm is affiliated with a state‑chartered trust company and with an operating law practice, and the principal actively provides legal services involving fund formation and regulatory counseling; these affiliations and outside activities are disclosed and the firm says clients are not required to use affiliated services. The firm also discloses that it receives compensation from third‑party advisers for client introductions and will disclose material conflicts of interest, which are features that differentiate it from many peers in this adviser category.