Hedge Fund Database

STASH INVEST

STASH INVESTMENTS LLC Legal Name

Adviser information for STASH INVEST last updated from Form ADV on March 28th, 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 240
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 13
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 9505

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 314,265 $124.1M
Non-Discretionary 2.4M $3.2B
Total 2.7M $3.3B

Clients

Type Number RAUM
Individuals 1.6M $3.3B
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 82046
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters
Compensation Subscription feesFixed feesCommissions

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 3.3B
Portfolio Manager 3.3B
Both for Same 3.3B
Portfolio Manager to Program Sponsor
STASH WRAP FEE PROGRAM STASH INVEST

Identifiers

SEC RIA File Number 801-96294
SEC ERA File Number 801-96294
SEC CIK Numbers 2008308
SEC CRD Numbers 226550
Legal Entity Identifier None

Principal Office

257 PARK AVENUE SOUTH
SUITE 900
NEW YORK
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: (800) 205-5164, Fax: None

Websites

www.twitter.com/stash youtube.com/stash pinterest.com/stashapp www.tiktok.com/@stash www.giphy.com/stashapp www.stashinvest.com www.facebook.com/stashinvestapp www.instagram.com/stash_app linkedin.com/company/stashfinancial www.reddit.com/user/stashofficial www.stash.com stash.app stsh.app

Chief Compliance Officer

KATHERINE RING
CHIEF COMPLIANCE OFFICER
257 PARK AVENUE SOUTH
SUITE 900
NEW YORK
NY
United States
Tel: 773-559-9442
(Full email address available in API data)

Regulatory Contact

KYLE WATSON
DIRECTOR, COMPLIANCE
257 PARK AVENUE SOUTH
SUITE 900
NEW YORK
NY
United States
Tel: 954-734-3564
(Full email address available in API data)

Industry Affiliates

STASH CAPITAL LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LANDSMAN, LIZA, KIM Individual – CHIEF EXECUTIVE OFFICER 03/2023 < 5%
STASH FINANCIAL, INC. Domestic Entity – OWNER AND MANAGING MEMBER 07/2017 > 75%
RING, KATHERINE, DAILEY Individual – CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

50025002019202020212022202320242025235 on 4/1/2019235 on 4/30/2019235 on 4/30/2019233 on 8/1/2019262 on 1/9/2020271 on 5/13/2020268 on 6/16/2020268 on 6/26/2020268 on 7/24/2020271 on 1/21/2021271 on 1/21/2021287 on 3/31/2021287 on 5/28/2021287 on 12/23/2021287 on 12/23/2021413 on 3/31/2022413 on 5/5/2022413 on 6/28/2022413 on 7/1/2022413 on 7/29/2022413 on 8/17/2022413 on 9/16/2022413 on 9/16/2022413 on 12/21/2022420 on 3/31/2023420 on 4/4/2023420 on 8/1/2023420 on 12/14/2023240 on 3/28/2024

RAUM, Historic

4B2B02019202020212022202320242025690032785 on 4/1/2019733476824 on 4/30/2019733476824 on 4/30/2019824040210 on 8/1/2019946285161 on 1/9/20201080799960 on 5/13/20201375529521 on 6/16/20201375529521 on 6/26/20201545899070 on 7/24/20202547065065 on 1/21/20212547065065 on 1/21/20212594774253 on 3/31/20212741417468 on 5/28/20212741417468 on 12/23/20212741417468 on 12/23/20213306052866 on 3/31/20223306052866 on 5/5/20223306052866 on 6/28/20223306052866 on 7/1/20223306052866 on 7/29/20223306052866 on 8/17/20223306052866 on 9/16/20223306052866 on 9/16/20223306052866 on 12/21/20222610411753 on 3/31/20232610411753 on 4/4/20232610411753 on 8/1/20232610411753 on 12/14/20233343843237 on 3/28/2024

No. Clients, Historic

7M4M020192020202120222023202420252968541 on 4/1/20193302467 on 4/30/20193302467 on 4/30/20193470878 on 8/1/20193840351 on 1/9/20204554747 on 5/13/20204693593 on 6/16/20204693593 on 6/26/20204882937 on 7/24/20205620729 on 1/21/20215620729 on 1/21/20216067287 on 3/31/20216067287 on 5/28/20216067287 on 12/23/20216067287 on 12/23/20216768392 on 3/31/20226768392 on 5/5/20226768392 on 6/28/20226768392 on 7/1/20226768392 on 7/29/20226768392 on 8/17/20226768392 on 9/16/20226768392 on 9/16/20226768392 on 12/21/20222105246 on 3/31/20232105246 on 4/4/20232105246 on 8/1/20232105246 on 12/14/20231554915 on 3/28/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES TR CORE MSCI EAFE 27M 366K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 10M 223K 0
VANGUARD INDEX FDS TOTAL STK MKT 61M 228K 0
ISHARES TR CORE TOTAL USD 27M 601K 0
ISHARES TR TRS FLT RT BD 27M 535K 0