President · Stonecastle Advisors, LLC
Joshua S. Siegel
CRD 3131719 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Stonecastle Advisors, LLC, an SEC-registered private fund adviser based in New York, NY with $763 million in regulatory assets, lists Joshua S. Siegel on its Form ADV as President, a control person. The SEC filings also name Joshua at 1 other registered adviser.
Firms and roles
- Stonecastle Advisors, LLCPresidentPrivate fund adviser · New York, NY · $763M in regulatory assets
- Stonecastle Asset Management, LLCOfficerAsset manager · New York, NY · $8M in regulatory assets
AtlasMembers
Joshua’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- George ShilowitzExecutive Officer, Stonecastle Advisors, LLC
- Rachel N. SchattenChief Compliance Officer, Stonecastle Advisors, LLC
- Jonathan S. StammelmanChief Financial Officer, Stonecastle Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.