Investment adviser · CRD 226550
STASH
Investment adviser filing (IA)
STASH INVESTMENTS LLC
NEW YORK, NY, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $4.92B Form ADV · Item 5.F
- Client accounts
- 1,758,044 Accounts, not individual clients
- Employees
- 124 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Individuals | 1,138,270 | $4,920,730,416 | 100.0% |
Filing source
Form ADV 2131583 · Sep 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
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: Sep 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription · Fixed
Principal office
635-641 AVENUE OF THE AMERICAS, 6TH FLOORNEW YORK, NY, 10011, United States
CRD 226550
Filing source
Form ADV 2131583 · Sep 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.