# Moonstone Asset Management

Moonstone Asset Management is a Family Office based in Northbrook, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Northbrook, United States
- **Region:** Europe
- **Address:** Northbrook, IL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** moonstoneasset.com
- **LinkedIn:** https://www.linkedin.com/company/moonstone-asset-management

## Regulatory record

- **CRD number:** 146096
- **Latest Form ADV filing:** 2026-01-21T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146096

## About

Karen Natkin established the firm in 2008. She had previously sold a franchise and managed personal investments using revenue, margin, and cash-flow analysis. The firm maintains a single office in Northbrook and works with clients in Northbrook, Winnetka, Highland Park, Glencoe, Lake Forest, and Evanston. All portfolios are constructed internally. The firm allocates across public equities, fixed income, and private holdings when suitable. It does not place client assets in model portfolios or external managers. Investment decisions rest with the three-person team of Natkin, Debra Meyer, and Brad Price. Meyer joined in 2018 after roles at Huron Consulting and Grubhub. Price joined with more than 25 years of trading experience. No additional offices or adjacent vehicles are disclosed. No operational events from the last 24 months appear in available materials. The firm functions as a registered investment advisor rather than a single-family office. Governance centers on Natkin's ownership and direct client relationships rather than a multi-generational family mandate or external limited-partner structure.

## People

- Karen Natkin — Founder & Principal
- Debra Meyer — Managing Director
- Brad Price — Portfolio Manager

## Questions

### Who runs investment decisions at Moonstone Asset Management?

Karen Natkin, Debra Meyer, and Brad Price manage portfolios directly. All three hold Series 65 or equivalent licenses. Decisions occur in-house without external model portfolios.

### Does Moonstone Asset Management participate in fund commitments or only direct deals?

The firm builds portfolios from individual securities and select private holdings. No fund commitments or co-investor activity is disclosed in public materials.

### What investment stages does Moonstone Asset Management typically target?

The firm focuses on liquid public markets and long-term holdings suitable for wealth preservation. No venture or early-stage allocation is described.

### How is Moonstone Asset Management related to any parent or spinout entity?

No parent company, foundation, or spinout is disclosed. The firm operates as an independent RIA owned by Karen Natkin.

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- [Montcalm Partners](https://altss.com/profile/montcalm-partners)
- [Moosa Group](https://altss.com/profile/moosa-group)

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Last updated: 2026-06-03T20:00:00.000Z

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