About
A Boston software company. We measure and report.
Command Stone Private Partners Inc. is a Boston software company. We sell Stonebook, a read-only book of record for RIAs and family offices. We do not advise, take custody, or place trades.
The date on the mark is the metric that matters
We measure ourselves on whether the book you print matches the files you received, with stale private marks labeled as stale. We do not score your book. We do not recommend a trade.
The people who pitch are the people who build
The people who walk you through Stonebook are the same people who stay on the account. You are not handed off after the licence is signed.
We leave you more capable, not more dependent
You keep the logins. You enter the private marks. You set the policy limits. Stonebook holds the record and prints the pack. If you leave, the book is still yours to export.
92%
of licensed firms run a quarterly pack from the same book
We exist to print the book of record your examiners ask to see, with the dates attached.
Command Stone Private Partners Inc. is a Boston software company. We sell Stonebook, a read-only book of record for RIAs and family offices. Custodian files from Schwab, Fidelity, Pershing, and the rest of your roster land next to the private marks you enter with a date. We measure and report. We do not advise, take custody, or place trades.
We take on fewer firms than a typical software shop our size. Every licence gets a named contact who knows your custodians and your private book, not a ticket queue.
The product is a licence, not a project. A firm pays once a year, seats are unlimited, and the ops team can all log in. If a file fails, the flag is on the book before a client pack goes out. If a private mark is old, the report says it is old. That is the whole job.
We have stayed small on purpose. The people who answer support@commandstone.com are the people who shipped the recon flags. You will not get a rotating account team that has never opened a Pershing file.
Boston office
Command Stone
Our Story
Founded in Boston. Still the same constraint.
Command Stone was started after years of watching RIA ops teams rebuild household packs by hand before every exam. The constraint has not changed: print the book as it is, with the dates on it, and do not pretend a stale mark is current.
Today we work from 12 Farnsworth St, Boston. Support is support@commandstone.com. The phone is (888) 903-2690. The product is Stonebook. The clients are RIAs and family offices that already have a custodian roster and a private book.
2020
Founded in Boston
First year: seven custodians posted into one book for a Boston RIA. Packs went out from Stonebook the next quarter.
2022
London office opened
First Stonebook licence. Boston office on Farnsworth Street.
2024
FORGE Framework published
Custodian ingest for Schwab, Fidelity, and Pershing in one book. Private marks keep their dates.
Leadership
The desk in Boston
Boston office
Command Stone
12 Farnsworth St. The company sells Stonebook, a read-only book of record. It does not advise, take custody, or place trades.
Client operations
Household packs
The desk that maps households, prints quarterly packs, and keeps private marks on the file until a new dated mark is entered.
File ingest
Custodian connections
Read-only connections to Schwab, Fidelity, Pershing, and the rest of the roster. No login we hold can move cash or place a trade.
Reporting
Dated private marks
Every private valuation prints with the date it was entered. A stale mark is flagged on the pack. It is never interpolated.
Pack alerts
Get pack alerts by text
Enter a mobile number to receive promotional texts when a household pack is ready. Message frequency varies. Message and data rates may apply. Reply STOP to cancel, HELP for help. Consent is not a condition of purchase.
