Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- GlobalNorth America
- Typical ticket
- $2m–$10m
- AUM
- 5B+
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Stonegate Investment Group, based in Birmingham, Alabama, is a private investment management firm offering wealth management services including asset and risk management, trusts, philanthropic planning, and alternative investments. Tony Smith serves as CEO and Chief Investment Officer, guiding the firm's strategic direction.
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