STANCE CAPITAL LLC

other names
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Adviser Profile
As of Date 05/31/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 3
of those in investment advisory functions 2
Registration Massachusetts, Terminated, 01/11/2021
Other registrations (3)
AUM* 186,806,692 33.12%
of that, discretionary 128,403,110 38.74%
Private Fund GAV* 1,352,681 -89.00%
Avg Account Size 1,682,943 43.92%
% High Net Worth 29.79%
SMA’s Yes
Private Funds 1 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
108M 93M 77M 62M 46M 31M 15M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,352,681

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