Investment adviser · CRD 289725
STAGE HARBOR FINANCIAL
Investment adviser filing (IA)
STAGE HARBOR FINANCIAL, LLC
WESTWOOD, MA, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $1.1B Form ADV · Item 5.F
- Client accounts
- 1,435 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 221 | $1,044,257,549 | 95.2% |
| Individuals | 127 | $52,235,873 | 4.8% |
| Corporations & businesses | Fewer than 5 | $676,103 | 0.1% |
Filing source
Form ADV 2106042 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
100 LOWDER BROOK DRIVE, SUITE #2500WESTWOOD, MA, 02090, United States
CRD 289725
Filing source
Form ADV 2106042 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.