STANCE CAPITAL LLC
Adviser information for STANCE CAPITAL LLC last updated from Form ADV on March 27th, 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 | Massachusetts, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| 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 | 9 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 100 | $128.4M |
| Non-Discretionary | 11 | $58.4M |
| Total | 111 | $186.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $3.4M |
| HNW Individuals | 14 | $20.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $59.5M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $1.4M |
| Pension and profit sharing plans | 10 | $65.3M |
| Charitable organizations | <5 | $393,322 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 9 | $35.9M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 15 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesRESEARCH |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-120103 |
|---|---|
| SEC ERA File Number | 801-120103 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284267 |
| Legal Entity Identifier | None |
Principal Office
131 DARTMOUTH STREET3RD FLOOR
BOSTON
MA
United States
Monday - Friday, 9:00AM - 5:00 PM
Tel: 617-875-1062, Fax: None
Chief Compliance Officer
JASON ARONSON
131 DARTMOUTH STREET
3RD FLOOR
BOSTON
MA
United States
Tel:
617-875-1062
J****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SCARAB FUNDS, LLC | Hedge Fund | $1.4M | $0.1M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIS, WILLIAM, HOLLAND | Individual | – | MANAGING MEMBER | 05/2016 | > 75% |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | Domestic Entity | – | MEMBER | 12/1993 | 5-10% |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | Domestic Entity | – | MEMBER | 03/1996 | 5-10% |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | Domestic Entity | – | MEMBER | 12/1993 | 5-10% |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | Domestic Entity | – | MEMBER | 12/1993 | 5-10% |
| DAVIS, WILLIAM, HOLLAND | Individual | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | TRUSTEE | 12/1993 | > 75% |
| DAVIS, WILLIAM, HOLLAND | Individual | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | TRUSTEE | 12/1993 | > 75% |
| DAVIS, WILLIAM, HOLLAND | Individual | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | TRUSTEE | 12/1993 | > 75% |
| DAVIS, WILLIAM, HOLLAND | Individual | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | TRUSTEE | 03/1996 | > 75% |
| ARONSON, JASON, ALEC | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
| BALKISSOON, KYLE, KADAR | Individual | – | MANAGING PARTNER | 06/2020 | 10-25% |