Stage Harbor Financial, Llc (Needham)
Stage Harbor Financial, Llc Is a Large Advisory Firm Based in Needham. It Manages $543.23 Million of Regulatory Assets for 743 Client Accounts. It Has Been...
Stage Harbor Financial, LLC is a large advisory firm based in Needham. It manages $543.23 million of regulatory assets for 743 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.
Stage Harbor Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Stage Harbor Financial: assets under management
The assets under management (AUM) of Stage Harbor Financial, LLC is $543.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $543.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $731.13 thousand each.
Stage Harbor Financial has custody of $509.38 million in cash and securities for 161 clients in total but doesn’t act as a qualified custodian.
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Investments
The firm invests in investment and business development companies the most. They account for 79% of the total AUM. The second-largest asset type is exchange traded securities, which make up 8% of the firm’s portfolio. Investments in other assets form 5% of the total invested assets.
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