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Stonehaven is a global private capital markets FinTech platform for a diverse community of investment bankers and placement agents (Affiliate Partners). Stonehaven supports our Affiliate Partners with a robust broker-dealer infrastructure, our proprietary Nexus SaaS technology, a collaborative ecosystem, a large universe of active mandates, origination capabilities, marketing services, and industry insights. We are active across real estate, private equity, private credit, hedge funds, long-only strategies, direct private placements, secondaries and M&A. Founded in 2001 by CEO David Frank, the Firm is entirely management owned, giving it complete independence to continue pursuing its entrepreneurial approach while maintaining the highest ethical and regulatory standards. Today our firm has 110+ professionals, represents 125+ clients, has raised over $7.5B since inception, and is rapidly scaling.
The firm is led by Greg Castle, an Entrepreneur and corporate marketer turned angel investor with a focus on early-stage, disruptive technology. Greg has made twenty-five investments over a 3 year period counting two exits including the $2B acquisition of Oculus by Facebook.
Union Square Advisors is a San Francisco, CA-based company in the Financial Services sector.
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