| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan David Lee | Chief Compliance Officer | Under 5% | 2021 |
| Stackwell Capital, Inc. Control | Parent Company | Over 75% | 2021 |
| Trevor Lamont Rozier-Byrd Control | Chief Executive Officer | Under 5% | 2021 |
Stackwell Capital Advisers, LLC reports $2 million in regulatory assets under management on its Form ADV.
Stackwell Capital Advisers, LLC reports 6 employees.
Stackwell Capital Advisers, LLC is based in Boston, MA and has been SEC-registered since 2021.
Stackwell Capital Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Summer Street, Suite 1600, Boston, MA 02110 |
| Phone | (617) 455-4741 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $2M |
| Non-discretionary | $0 |
| Total (RAUM) | $2M |