Stone Hill Fiduciary Management, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.0B
- Clients
- 94
- Avg AUM / client
- $29.6M
- Accounts
- 95
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 94 | $2.8B | 99.9% |
| Other investment advisers | Fewer than 5 clients | $3.7M | 0.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geller, Sheldon, Martin | President And Managing Member | Jul 2012 (14y) | 75% or more | |
| Newman, Caryn, S | Chief Compliance Officer | Nov 2012 (14y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (19)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Abel Cine Tech, Inc. 401(k) Retirement Plan | Abel Cine Tech, Inc. | 117 | $8.4M | 01/01/2024 |
| Voyetra Turtle Beach 401(k) Plan | Voyetra Turtle Beach, Inc. | 135 | $19.3M | 01/01/2024 |
| Professional Orthopedic And Sports Physical Therapy, P.C. Employee Savings Plan | Professional Orthopedic And Sports Physical Therapy, P.C. | 1,231 | $64.2M | 01/01/2024 |
| Hunter Business School Inc. 401(k) Plan | Hunter Business School Inc. | 107 | $3.7M | 01/01/2024 |
| Ace Endico Corp. 401(k) Plan | Ace Endico Corp. | 707 | $33.5M | 01/01/2024 |
| Fny Capital Management Lp 401(k) Plan | Fny Capital Management Lp | 24 | $12.1M | 01/01/2024 |
| Stratos 401(k) Plan | Stratos Global Services, Llc | 87 | $34.1M | 01/01/2024 |
| Great Neck Tools, Inc. 401(k) Plan | Great Neck Tools, Inc. 401(k) Plan | 421 | $20.5M | 01/01/2024 |
| Grassi & Co. 401(k) Plan | Grassi & Co., Cpas, P.C. | 437 | $52.5M | 01/01/2024 |
| World Travel Holdings, Inc. 401(k) Savings Plan | World Travel Holdings, Inc. | 1,186 | $77.4M | 01/01/2024 |
| Comtech Telecommunications Corp. 401(k) Plan | Comtech Telecommunications Corp. | 1,156 | $347M | 01/01/2024 |
| G2 O 401(k) Savings Plan | G2 O, Llc | 189 | $42.1M | 01/01/2024 |
| G Iii Apparel Group, Ltd. 401(k) Plan | G Iii Apparel Group | 2,471 | $192M | 01/01/2024 |
| New Sps, Llc 401(k) Plan | New Sps, Llc | 387 | $8.4M | 01/01/2024 |
| Accommodations Plus International 401(k) Plan | Lodging Solutions, Llc D/B/A Accommodations Plus International | 274 | $14.9M | 01/01/2024 |
| Raymours Furniture Company, Inc. 401(k) And Profit Sharing Plan | Raymours Furniture Company, Inc. | 5,288 | $266M | 01/01/2024 |
| Long Island Care Center 401(k) Savings And Retirement Plan | Long Island Care Center, Inc. | 153 | $4.6M | 01/01/2024 |
| Forest Manor/Montclaire Care Centers 401(k) Employee Savings Plan | Forest Manor Care Center Inc. Dba Glen Cove Center For Nursing And Reh | 235 | $12.5M | 01/01/2024 |
| Ennovi Industries, Inc. 401 K Plan | Ennovi Industries, Inc. | 650 | $48.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Fidelity Management Trust Company $2.3B (81% of AUM) Mar 2026
- Principal Financial $178M (12% of AUM) Mar 2022
- Wells Fargo $159M (12% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗