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| Stackwell Capital Advisers LLC
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| |
|---|---|
| CRD # | 316298 |
| SEC # | 801-122757 |
| CIK # | |
| AUM | $0.6 MM (2024-01-19) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 617-802-7524 |
| Address | 100 Summer Street Boston, MA 02110 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,555 | 601.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,555 | 601.3 |
| By Discretionary | ||
| Discretionary | 1,555 | 601.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,555 | 601.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 601.3 | |
| Total | 1,555 | 601.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
OIA Ltd
✚
|
0.0 | |
|
Inherent Wealth Fund LLC
✚
|
CA | 0.0 |
|
Trove Investment Advisors LLC
✚
|
TX | 0.0 |
|
Savvy Financial Inc
✚
|
TN | 0.0 |
|
Kalenjin Advisory Ltd
✚
|
0.0 | |
|
Revolut Wealth Inc
✚
|
NY | 0.0 |
|
Arnie Advisors LLC
✚
|
CA | 0.0 |
|
Magnum Research Global Limited
✚
|
0.0 | |
|
AURA Finance
✚
|
CA | 0.0 |
|
Path Digital Advisors LLC
✚
|
IL | 0.0 |