Joseph Stone Capital - aVenture Asset Manager Research
Joseph Stone Capital
Operating Status: Operating
Joseph Stone Capital: A premier investment banking firm.
Location
Mineola, NY, US
Joseph Stone Capital is an investment banking firm that focuses on portfolio diversification and customized financial planning. The firm considers multiple factors when diversifying portfolios to achieve optimal results for clients. Their approach is strategy-driven, leveraging the combined decades of experience of their financial representatives.
Joseph Stone Capital offers personalized financial plans tailored to clients' unique goals and objectives. The firm has made investments in the technology sector, with a notable portfolio company being GrubMarket, which has raised $200 million. Joseph Stone Capital has participated in later-stage funding rounds, including a Series E investment, demonstrating their interest in more established companies.
Joseph Stone Capital - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series E1 (100.0%)
Stage Mix
Series E 100%
Concentration shown as share of disclosed investments by stage.
