Stash Capital LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
287728
Registered since
August 29, 2017

Firm profile

FINTRX

Overview

Stash Capital LLC is organized as a limited liability company and is SEC-registered (registration noted in 2017). FINTRX classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. It is also not designated as a newly formed adviser, pension consultant, or related adviser in the available records. FINTRX does not supply details on the firm's client segments, fee schedule, specific business activities, or advisory offerings, so its investment approach and target client profile are not disclosed in the source data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Katherine Ring

    Katherine Ring

    Chief Compliance OfficerCRD 4934458

Contacts

3 of 12
  • Richard Daniels

    Richard Daniels

    ​Senior PartnerCRD 5877964

  • Kenya Perez

    Kenya Perez

    Senior AssociateCRD 7490593

  • Buckinson Levasseur

    Buckinson Levasseur

    Senior AssociateCRD 7129172

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
450 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth