Data / Investment advisers / Missouri / Millstone Capital Advisors, LLC
Millstone Capital Advisors, LLC, Saint Louis, MO: exempt reporting adviser with 7 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Millstone Capital Advisors, LLC is an exempt reporting adviser with its main office in Saint Louis, Missouri and reports 7 private funds in its Form ADV filed March 31, 2026.
The request: Watch Millstone Capital Advisors, LLC (CRD number 167266): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- Exempt reporting adviser
- CRD number
- 167266
- SEC file number
- 802-107648
- SEC status
- ERA, Active, effective March 31, 2016
- Main office
- 7733 Forsyth Blvd. Suite 1525, Saint Louis, MO 63105
- Phone
- (314) 450-7799
- Website
- millstoneca.com
- Form of organization
- Limited Liability Company
- Private funds
- 7: 4 private equity funds, 2 real estate funds, 1 other private fund
- Gross assets of private funds
- $65,305,529
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Saint Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Saxony Capital Management, LLC | Saint Louis | $367.9 million | Not listed | adviserinfo.sec.gov |
| Moment Private Wealth | Saint Louis | $357.2 million | Not listed | adviserinfo.sec.gov |
| Brady Family Wealth, LLC | Saint Louis | $312.7 million | Not listed | adviserinfo.sec.gov |
| McCartney Wealth Management LLC | Saint Louis | $220.7 million | Not listed | adviserinfo.sec.gov |
| Daytona Street Capital | Saint Louis | $189.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Saint Louis, MO
- Investment advisers in Missouri
- Advisers that manage private funds
- Millstone Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.