Frederic Thomas Stupart

Employer firm

Eaglestone Capital Management LLC CRD 297958

$9.10M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Eaglestone Capital Management Llc
  New York, NY
• 11/2016 → 03/2018
  Opus Bank
  Irvine, CA
• 09/2020 → 11/2022
  Ba Securities, Llc
  W. Conshohocken, PA

Other Businesses

EAGLESTONE CAPITAL MANAGEMENT LLC 66 PALMER AVENUE, SUITE 32B BRONXVILLE, NY 10708 OWNER & ADVISOR/INVESTMENT MANAGEMENT OF FRIENDS & FAMILY FUNDS EFFECTIVE: 04/01/2012 10 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-29
• S63 Uniform Securities Agent State Law Examination
  2020-12-28

Other Names

• Frederic Thomas Stupart
• Frederic Stupart