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, 1/11/2021

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Thematic ETF assets surge to new record buoyed by Ark funds
03/24/2021

Thematic ETFs have attracted more than three times the amount of cash garnered by the funds in January and February last year © FRANCK ROBICHON/EPA-EFE/Shutterstock ...

Financial Times

ETF Wrap: We've gone to the dogs, and more on the Barstool bro for March Madness
03/22/2021

That may cost it some weighting among ESG-oriented funds. Stance Capital, a Boston-based investment advisor with a focus on ESG, has transitioned its separately managed account strategy into a not ...

Morningstar

ETF Wrap: We’ve gone to the dogs, and more on the Barstool bro for March Madness
03/22/2021

Then everyone poked fun at the newbie who didn’t know the basics, like how you have to wait until a certain threshold before your fund gets traded widely. But then some serious questions followed.

Market Watch

ETF Wrap: We’ve gone to the dogs, and more on the Barstool bro for March Madness
03/19/2021

Stance Capital, a Boston-based investment advisor ... head of ETF and mutual fund research at CFRA. “This is a potentially more resilient way of investing in the new normal.”

MSN

ETF Wrap: We've gone to the dogs, and more on the Barstool bro for March Madness
03/18/2021

That may cost it some weighting among ESG-oriented funds. Stance Capital, a Boston-based investment advisor with a focus on ESG, has transitioned its separately managed account strategy into a not ...

Morningstar

Stance Debuts With Active ESG ETF
03/18/2021

Yesterday, Stance Capital rolled out an actively managed ESG ... the prospectus says. The fund rebalances quarterly. Davis describes the process as “quantitative, systematic and largely ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $1,352,681

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Private Funds



Employees