STEVENS ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DARIEN, Connecticut
CRD number
322230

Firm profile

FINTRX

Overview

Stevens Asset Management LLC is an individually owned limited liability company that operates as a manager of private venture capital funds rather than a traditional retail RIA servicing household accounts. The firm’s public footprint centers on private fund activity: it advises two venture capital funds that together total $88.2M. It is not identified as a multi-state adviser and is not listed as an active ESG investor. Corporate classification is unclassified and the firm does not report being a capital allocator. The manager’s structure and reported activities suggest a focus on pooled private equity-style investments—sourcing, diligencing and deploying capital into privately held companies through blind-pool or targeted venture vehicles. Governance and ownership of the funds are concentrated across a modest LP base, consistent with boutique venture managers that work with a limited set of institutional and high-net-worth investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • AMY STEVENS

    Managing PartnerCRD 1799463

  • QUINTEN STEVENS

    Managing PartnerCRD 1616578

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, 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
FAIRFIELD
Address
11 South Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth