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| Stevens Capital Partners Inc
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|---|---|
| CRD # | 317517 |
| SEC # | 801-122960 |
| CIK # | 0001965176 |
| AUM | 600.7 M (2026-05-28) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 402-251-5800 |
| Address | 15514 Spaulding Plaza Omaha, NE 68116 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coach Inc | 11.0 | ||
| Union Pacific Corp | 8.0 | ||
| REO Plus Inc | 5.3 | ||
| Apple Inc | 5.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 319.1 |
| (b) Individuals (high net worth individuals) | 43 | 191.4 |
| (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 | 7 | 26.6 |
| (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 | 28 | 63.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,137 | 600.7 |
| By Discretionary | ||
| Discretionary | 2,136 | 600.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 2,137 | 600.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 600.7 | |
| Total | 2,137 | 600.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965176] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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