RIA Intel›Advisers›New York›STOKEN ASSET MANAGEMENT LLC

STOKEN ASSET MANAGEMENT LLC

Advisory

NY

Data as of Mar 14, 2025 · Source: SEC Form ADV

Rank in NY

#5,435

of 5,722 advisers by AUM

Average account

$193K

across 25 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 14, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

J.E.B. CAPITAL MANAGEMENT LLC

$5M

RE/ENTERPRISE ASSET MANAGEMENT, L.L.C.

$5M

STERLING CAPITAL MANAGEMENT INC

$5M

ARONS WEALTH MANAGEMENT LLC

$5M

H&C FINANCIAL SERVICES

$5M

DIALECTIC CAPITAL MANAGEMENT, LP

$5M

Get the full picture on STOKEN ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STOKEN ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans