Updated:
Stone Wall Money Management
STONE WALL MONEY MANAGEMENT LLC is a state-registered investment adviser in SHELTON, CT. The firm manages approximately $9 million in assets.
Overview
STONE WALL MONEY MANAGEMENT LLC is a state-registered investment adviser in SHELTON, CT. The firm manages approximately $9 million in assets. It has 6 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What investment strategy does Stone Wall Money Management pursue?
13F filings indicate a concentrated, low-turnover approach focused on US large-cap equities, primarily in financial services, industrial, and energy sectors. The firm does not publicly market venture, private equity, or credit strategies. The portfolio construction reflects a value-oriented mandate favoring durable, dividend-paying businesses.
Who makes investment decisions at the firm?
The firm has not publicly identified its portfolio manager or investment committee members in regulatory filings. Ownership and leadership structure have not been detailed in recent Form ADV submissions, leaving the decision-making architecture opaque to outside reviewers.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: