|
⚲
|
| Stage Harbor Financial LLC
✚
|
|
|---|---|
| CRD # | 289725 |
| SEC # | 801-112359 |
| CIK # | |
| AUM | $775.2 MM (2023-03-09) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 781-934-3130 |
| Address | 197 First Avenue Needham, MA 02494 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 31.9 |
| (b) Individuals (high net worth individuals) | 187 | 742.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,141 | 775.2 |
| By Discretionary | ||
| Discretionary | 1,141 | 775.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,141 | 775.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 775.2 | |
| Total | 1,141 | 775.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fishman Jay A Ltd
✚
|
MI | 0.8 |
|
Lathrop Investment Management Corp
✚
|
AR | 0.8 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 0.8 |
|
Findec Wealth Services Inc
✚
|
CA | 0.8 |
|
Holt Capital Advisors LLC
✚
|
TX | 0.8 |
|
GFG Capital LLC
✚
|
FL | 0.8 |
|
Capital Wealth Management LLC
✚
|
RI | 0.8 |
|
Glass Jacobson Investment Advisors LLC
✚
|
MD | 0.8 |
|
Hodges Capital Management Inc
✚
|
TX | 0.8 |
|
Scott Capital Advisors LLC
✚
|
OR | 0.8 |