Updated:

StoneGate Capital Holdings LLC

StoneGate Capital Holdings LLC is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 2 employees and 2...

StoneGate Capital Holdings LLC

StoneGate Capital Holdings LLC is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

Unnamed

Not publicly disclosed

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Who runs investment decisions at StoneGate Capital Holdings?

StoneGate does not publicly name its principals or investment committee. The firm's website does not list leadership or team members, making the decision-making structure opaque (Altss research).

How does StoneGate source proprietary deal flow?

StoneGate's public materials suggest it focuses on internal wealth management and money market strategies rather than sourcing proprietary deals. No direct investment or venture activity is disclosed.

Does StoneGate participate in fund commitments or only direct deals?

StoneGate does not disclose any fund commitments or direct deal activity. Its stated focus is on financial planning and investment strategy rather than external investing.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Chicago RIA profiles