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Stance Capital LLC

● SEC registered since 2021CRD 284267SEC# 801-120103Boston, MA
Export (members)
Reg. AUM
$228.4M
Employees
3
Accounts
109
Location
Boston, MA

Stance Capital LLC assets under management

Stance Capital LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2021. It reports $228.4 million in regulatory assets under management and employs 3 people.

Stance Capital LLC owners & executives

12 reported
NameTitleOwnershipSince
1993 Crummey Trust U/A 12/20/93 William H Davis Trustee Fbo Benjamin T. DavisMember5-10%1993
1993 Crummey Trust U/A 12/30/93 William H Davis Trustee Fbo Charles B. P. DavisMember5-10%1993
1993 Crummey Trust U/A 12/30/93 William H Davis Trustee Fbo Holland H. DavisMember5-10%1993
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Frequently asked questions

How much does Stance Capital LLC manage?

Stance Capital LLC reports $228.4 million in regulatory assets under management on its Form ADV.

How many employees does Stance Capital LLC have?

Stance Capital LLC reports 3 employees.

Where is Stance Capital LLC located?

Stance Capital LLC is based in Boston, MA and has been SEC-registered since 2021.

Does Stance Capital LLC disclose fund performance?

Stance Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address131 Dartmouth Street, 3rd Floor, Boston, MA 02116
Phone617-875-1062
Office hours9:00a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.8M
Non-discretionary$72.7M
Total (RAUM)$228.4M