STEVARD LLC
Adviser information for STEVARD LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 56 | $130.6M |
| Non-Discretionary | 0 | $0 |
| Total | 56 | $130.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $2,297 |
| HNW Individuals | 14 | $112.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $17.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $9,232 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)BUSINESS CONSULTING, ESTATE PLANNING REVIEW |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesNEGOTIATED FEES FOR OTHER SERVICES PROVIDED |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-108366 |
|---|---|
| SEC ERA File Number | 801-108366 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285189 |
| Legal Entity Identifier | None |
Principal Office
4741 N. DOVER STREETCHICAGO
IL
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 773-275-3262, Fax: 773-417-0551
Chief Compliance Officer
GERY SADZEWICZ
5205 BROOKSHIRE ESTATES DRIVE
PLAINFIELD
IL
United States
Tel:
815-782-1250
G***@*************************M
(Full email address available in API data)
Regulatory Contact
JESSICA GARNER
VICE PRESIDENT, FINANCE & OPERATIONS
4741 N. DOVER STREET
CHICAGO
IL
United States
Tel:
773-275-3262
J**********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2016 | < 5% |
| SIBRAVA, CHRISTINE, JO | Individual | – | PRESIDENT | 11/2016 | > 75% |