Investment adviser · CRD 284267

STANCE CAPITAL LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Apr 9, 2026

Regulatory AUM: $354M
Client accounts: 102
Employees: 5
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	2	$230,328,972	65.0%
Retirement plans	9	$96,957,310	27.4%
High-net-worth individuals	14	$15,609,344	4.4%
Other investment advisers	6	$6,813,689	1.9%
Charities	Fewer than 5	$2,266,015	0.6%
Individuals	11	$2,227,309	0.6%
Corporations & businesses	Fewer than 5	$1,129	0.0%

Filing source

Form ADV 2092151 · Apr 9, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SCARAB FUNDS, LLCHedge Fund · Last reported May 31, 2024$1.35MGross asset value

Form D fundraising filings

SCARAB FUNDS LLC

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DEMETRIUS BERKOWER LLC ISELIN, New Jersey, United States

Custodian AMALGAMATED BANK NEW YORK, New York, United States Related to adviser: No

Custodian MILLENIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DEMETRIUS BERKOWER LLC
PCAOB 217

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-9620468037
Reported beneficial owners: 0
Minimum commitment: $100K
Form D file number: 021-182431

Form ADV 1880549 · May 31, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 9, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

131 DARTMOUTH STREET, 3RD FLOOR
BOSTON, MA, 02116, United States

CRD 284267

Filing source

Form ADV 2092151 · Apr 9, 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.