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| Stash Investments LLC
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|
|---|---|
| CRD # | 226550 |
| SEC # | 801-96294 |
| CIK # | 0001647051, 0001549376, 0002008308 |
| AUM | $4.2 B (2025-05-19) |
| Employees | 120 (4% Investors, 11% Brokers) |
| Phone | 800-205-5164 |
| Address | 450 Park Avenue South New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,290,843 | 4.2 |
| (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 | 2,282,272 | 4.2 |
| By Discretionary | ||
| Discretionary | 357,897 | 0.2 |
| Non-Discretionary | 1,924,375 | 4.0 |
| Total | 2,282,272 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 2,282,272 | 4.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001549376] | |
| D | [0001647051] | |
| 13F-HR | [0002008308] |
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|---|---|---|
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Mainstay Capital Management LLC
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|
MI | 4.5 |
|
Maseco LLP
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|
3.8 | |
|
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Baltimore-Washington Financial Advisors Inc
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Key Financial Inc
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Motley Fool Wealth Management LLC
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