DM
Donna E. Martineau
STONE RUN CAPITAL
NEW YORK, NY 10176
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CRD#: 4127478
DM
Professional summary
Donna Ellen Martineau is a registered financial advisor currently at STONE RUN CAPITAL, LLC located in New York, New York.
Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Donna has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Donna Ellen Martineau's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 29, 2021 - Present
STONE RUN CAPITAL, LLC
Office #1: 551 Fifth Avenue 33rd Floor, New York, NY 10176RIA
CRD#: 152078
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SR
STONE RUN CAPITAL, LLC
STONE RUN CAPITAL, LLC
CRD#: 152078 / SEC#: 801-70845
RIA
Registered Investment Advisory firm - (12/7/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(7/29/2021)
IAR
Texas(5/1/2024)
Exams
Current Firm
SR
STONE RUN CAPITAL, LLC
STONE RUN CAPITAL, LLC
CRD#: 152078 / SEC#: 801-70845
RIA
Registered Investment Advisory firm - (12/7/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
551 Fifth Avenue 33rd Floor, New York, NY 10176
Mailing Address
Phone number
(646) 701-6087
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 334,977,410 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2024 | ||
| 12/15/2023 | ||
| 12/19/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
