Stonefield Investment Fund IV, LLC is an alternative real estate investment firm that specializes in tax liens and real estate-backed assets. The company was founded in 2009 by E. Brian Finkelstein, who has over twenty-five years of experience on Wall Street. Stonefield Investment Fund IV, LLC was established as a Foreign Limited Liability Company in the State of New York on March 11, 2015, and has been consistently delivering financial growth through shifting economic landscapes. The company's focus is to safely invest in assets that generate outsized returns relative to the level of risk. They work with counties and municipalities to provide capital to fund budget shortfalls caused by unpaid property taxes, and they also originate and purchase mortgage notes.
Characteristics | Values |
---|---|
Company Type | Foreign Limited Liability Company |
Date of Filing | 11th of March 2015 |
Addresses | 1 Paragon Dr Montvale, NJ 07645 21 Robert Pitt Dr Monsey, NY 10952 |
Expertise | Tax Liens and Real Estate-Backed Assets |
Investment Philosophy | Low-Risk, Outsized Returns |
What You'll Learn
Stonefield Investment Fund IV, LLC is a foreign limited liability company
Stonefield Investment Fund IV, LLC is approximately nine years old and has been in operation since 2015. It is worth noting that another company, Stonefield Investments, LLC, is listed as an officer of Stonefield Investment Fund IV, LLC. It is not uncommon for one company to hold a position in another.
Stonefield Investments, a separate entity, is an alternative real estate investment firm specializing in tax liens and real estate-backed assets. The company is based in Cedar Rapids, Iowa, and provides financial advisory services, including fee-based money management, creative 401(k) plans for businesses, and unique retirement distribution plans.
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It was filed in New York State on March 11, 2015
Stonefield Investment Fund IV, LLC was filed as a Foreign Limited Liability Company in the State of New York on March 11, 2015. This was almost eight years ago, according to public records filed with the New York Department of State.
A corporate filing is classed as a foreign filing when an existing corporate entity files in a state other than the one they originally filed in. This does not necessarily mean that they are from outside the United States.
The company has two known addresses: 1 Paragon Dr Montvale, NJ 07645 and 21 Robert Pitt Dr Monsey, NY 10952. However, these may be inactive or mailing addresses only.
Stonefield Investment Fund IV, LLC has been involved in legal proceedings. Liengps 2019 LLC, Stonefield Investment Fund IV, LLC filed a foreclosure case against the Estate of Christine Thompson Collins, Joyce Penthouse Inc., and others.
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The company is based in Cedar Rapids, Iowa
Stonefield Investment Advisory, Inc. is based in Cedar Rapids, Iowa, and has been offering financial advice since 2008. The company's principal office is located at 425 2nd Street SE, Cedar Rapids, IA 52401, with an additional office in Littleton, Colorado.
Stonefield Investment Advisory, Inc. offers a range of financial services, including financial planning, portfolio management for individuals, small businesses, and institutional clients, and pension consulting. The company's philosophy centres around providing clients with accurate market and account information in a comfortable and approachable manner.
Stonefield Investments, an alternative real estate investment firm, is also based in Cedar Rapids, Iowa. The firm specialises in tax liens and real estate-backed assets, aiming to provide consistent and reliable growth with favourable risk-adjusted returns and a low-risk profile.
The company's address is listed as 425 2nd St. SE, Suite 1200, Cedar Rapids, IA, 52401.
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Stonefield has a focus on tax liens and real estate-backed assets
Stonefield Investment Fund IV, LLC is an alternative real estate investment firm that was founded in 2009 by E. Brian Finkelstein, who has over twenty-five years of experience on Wall Street. The company specializes in tax liens and real estate-backed assets, with a focus on providing vital capital to counties and municipalities to fund budget shortfalls caused by unpaid property taxes.
The company's philosophy is to "safely invest in assets that generate outsized returns relative to the level of risk." This approach has allowed Stonefield to consistently deliver financial growth through shifting economic landscapes while maintaining a very low-risk profile.
Stonefield's investment strategy centers around purchasing super-priority liens, which are backed by the full collateral value of the properties. These liens are considered a stable and extremely low-risk asset due to the priority of their claim over other creditors in the event of default. In addition to tax liens, Stonefield also originates and purchases mortgage notes, applying the same conservative underwriting philosophy with a focus on the safety of the principal.
The company's leadership team combines Wall Street expertise with decades of real estate experience. David Rotenberg, the Chief Investment Officer, joined Stonefield in 2013 and brings analytical skills and a background in real estate to the firm. Together, Finkelstein and Rotenberg have driven Stonefield's growth and established it as a leading investor in tax liens and real estate-backed assets.
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The company was founded by E. Brian Finkelstein in 2009
Stonefield Investment Fund IV LLC is an alternative real estate investment firm founded by E. Brian Finkelstein in 2009. The company specializes in tax liens and real estate-backed assets, with a focus on investing in assets that generate outsized returns relative to the level of risk.
Finkelstein, who has over twenty-five years of experience on Wall Street, founded Stonefield after recognizing the incredible opportunity that tax lien investing offers. Before Stonefield, he served as President and CEO of Helix Financial Systems, a subsidiary of Cantor Fitzgerald, and as Managing Director of Global Finance Operations at UBS.
Since its founding, Stonefield has consistently performed to its mandate, delivering financial growth through shifting economic landscapes. The company works with counties and municipalities across the country, providing capital to help fund budget shortfalls caused by unpaid property taxes. Stonefield purchases super-priority liens, backed by the full collateral value of the properties—an extremely low-risk asset that has been the company's flagship investment for over a decade.
In addition to tax liens, Stonefield also originates and purchases mortgage notes, applying the same conservative underwriting philosophy across all its investments. The safety of the principal is paramount, and each note is carefully evaluated on its individual merits.
Stonefield's unique expertise in the underwriting, acquisition, and servicing of tax liens and mortgage notes, supported by decades of real estate experience, has been key to its success. The company's passion and shared vision for safely growing its clients' investments have propelled it to work creatively and collaboratively each day.
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Frequently asked questions
Stonefield Investment Fund IV LLC is an alternative real estate investment firm that was founded in 2009 by E. Brian Finkelstein. The company specialises in tax liens and real estate-backed assets.
Stonefield Investment Fund IV LLC's philosophy is to "safely invest in assets that generate outsized returns relative to the level of risk".
The company is based in Cedar Rapids, Iowa, but also has offices in Montvale, New Jersey, and Monsey, New York.