PPrivate Fund Data Log in Join · $37/mo

Clark & Stuart Inc

● SEC registered since 2018CRD 107991SEC# 801-113250Portland, ME
Export (members)
Reg. AUM
$167.8M
Employees
3
Accounts
170
Location
Portland, ME

Clark & Stuart Inc assets under management

Clark & Stuart Inc is a registered investment adviser overseen by the SEC based in Portland, ME. The firm has been registered since 2018. It reports $167.8 million in regulatory assets under management and employs 3 people.

Clark & Stuart Inc owners & executives

2 reported
NameTitleOwnershipSince
Charles Stone Clark ControlPrinciple,chief Compliance Officer50-75%1994
Michael Henry Stuart ControlPrinciple50-75%1994

Frequently asked questions

How much does Clark & Stuart Inc manage?

Clark & Stuart Inc reports $167.8 million in regulatory assets under management on its Form ADV.

How many employees does Clark & Stuart Inc have?

Clark & Stuart Inc reports 3 employees.

Where is Clark & Stuart Inc located?

Clark & Stuart Inc is based in Portland, ME and has been SEC-registered since 2018.

Does Clark & Stuart Inc disclose fund performance?

Clark & Stuart Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1945 Congress Street Building a, Portland, ME 04102
Phone207-775-1140
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$167.8M
Non-discretionary$0
Total (RAUM)$167.8M