Stance Capital LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 284267
- Registered since
- January 6, 2021
- Website
- stancecap.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies65.03%
- Pension & Profit Sharing Plans27.37%
- HNWI4.41%
- Other Investment Advisers1.92%
- Charitable Organizations0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stance Capital LLC is a SEC-registered investment adviser organized as an LLC and operating since 2021. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Stance identifies itself as a capital allocator and an active ESG investor; its public filings list portfolio management for individuals, businesses and investment companies, pension consulting, and the selection of other advisers among its advisory activities. The firm reports domestic ownership and operates under an unclassified business designation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Jason Aronson
Chief Compliance OfficerCRD 5179812
Contacts
3 of 5Tobit Heaps
CRD 6360632
Andrew Niebler
Executive VP, General CounselCRD 5113452
Kyle Balkissoon
Partner, Portfolio ManagerCRD 6841215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$27.1M in ETFs
35%
$9.5M
64%
$17.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STANCE EQUITY ESG LARGE CAP CORE ETF (STNC) | Active | Large Blend | $17.2M | 445,763 | 63.31% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 131 Dartmouth St
- Time zone
- ET (UTC-5)
- Office locations
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