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5 Stone Financial Group
5 Stone Financial Group, LLC is an SEC-registered investment adviser in Champlin, MN. The firm manages $34 million in assets, $30 million on a discretionary...
5 Stone Financial Group
5 Stone Financial Group, LLC is an SEC-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.
Is 5 Stone Financial Group structured as a single family office or multi-family office?
The firm's name and promotional materials refer to it as a 'multi-family office,' indicating it serves several families rather than a single wealthy family. However, no independent sources confirm the exact structure.
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.
Which sectors does 5 Stone Financial Group focus on?
Sector focus has not been publicly specified. Without a website or press mentions, the firm's areas of interest—such as healthcare, technology, or energy—are unconfirmed.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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