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Multi-Family OfficeRIA · CRD 315004State-Registered Investment Adviser

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5 Stone Financial Group

5 Stone Financial Group, LLC is a state-registered investment adviser in Champlin, MN. The firm manages $34 million in assets, $30 million on a discretionary...

Overview

5 Stone Financial Group, LLC is a state-registered investment adviser in Champlin, MN. The firm manages $34 million in assets, $30 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

City

Champlin, Minnesota

Frequently asked questions

Who runs investment decisions at 5 Stone Financial Group?

The firm has not publicly named its investment committee, CEO, or CIO. Public records do not identify any key principals or decision-makers.

What investment stages does 5 Stone Financial Group typically target?

The firm has not disclosed its stage preferences. Multi-family offices often target a mix of growth equity, buyouts, and direct real estate, but no specific stage data is available for this firm.

Does 5 Stone Financial Group participate in fund commitments or only direct deals?

The firm's investment vehicle structure is not documented. No public records indicate whether it invests via fund commitments, direct co-investments, or special-purpose vehicles.

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