RIA Intel›Advisers›New York›STASH INVESTMENTS LLC

STASH INVESTMENTS LLC

Advisory

N·NEW YORK, NY

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$4.9B

1-Year AUM Growth

+24.6%

3-Year CAGR

+8.0%

Employees

6

Assets Under Management

Total AUM$4.9B

Discretionary AUM$251M

Non-Discretionary AUM$4.7B

Discretionary %5.1%

Total Clients1,290,843

Team

Total Employees6

Investment Advisers124

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record47

First FilingMay 8, 2015

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STASH INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.