Financial Intermediaries

Who We Are

StoneCastle Cash Management, LLC (“StoneCastle”) is a leading administrator of insured cash solutions for institutional investors and many of the world’s largest and widely recognizable institutions. Today, the firm extends the reach of its operational and technology platforms through a daily cash sweep solution made available to brokerages, RIAs, trusts, and other programs offered through financial intermediaries and wealth managers. StoneCastle is backed by the strength and stability of world class partners, CIBC and Charlesbank Capital Partners.

StoneCastle is an investment adviser registered with the SEC. For more information regarding the firm, please see its Form ADV Parts 1 and 2A on file with the SEC. Registration with the SEC does not imply a particular level of skill or training. StoneCastle is principally owned by StoneCastle Partners, LLC, which was founded in 2003 and is one of the largest investors in community banks in the United States.

About StoneCastle Partners
Founded in 2003, StoneCastle Partners is one of America’s largest asset management firms dedicated to the U.S. banking sector and a recognized cash management leader for institutional investors. With over $12 billion in assets, StoneCastle and its subsidiaries offer solutions that address the needs of community banks as well as the investment community.

StoneCastle is headquartered in New York, NY.

Strategic Partners
StoneCastle is employee owned and managed with backing from two world-class financial partners with deep experience in asset management and financial services.

Charlesbank Capital Partners
An established private equity firm with a consistent track record, disciplined investment strategy and long-standing commitment to the middle market

Canadian Imperial Bank of Commerce (CIBC)
Ranked strongest of the major banks (publicly traded) in Canada and North America by Bloomberg Markets magazine, CIBC is a leading investment bank focused on research, innovation and deep collaboration.

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