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Moonstone Asset Management, Inc. CRD 146096
$75.0M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
707 Skokie Boulevard Suite 520, Northbrook, IL 60062-1614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-12-09 |
Branch Locations
707 Skokie Boulevard Suite 520, Northbrook, IL 60062-1614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dh2, Inc. | Northbrook | IL | 10/1999 | Present |
Director of trading and operations for DH2. Enter trades, cash management, back office support for family office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-08 |
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