STIRLINGSHIRE INVESTMENTS
Firm details
- Headquarters
- New York, New York
- CRD number
- 310576
- Registered since
- June 8, 2022
- Website
- www.stirlingshire.com
Firm profile
FINTRXOverview
Stirlingshire Investments is organized as a limited liability company and is listed as having registered with the SEC in 2022. Ownership is indicated as a combination of a domestic entity and an individual. In the dataset the firm is labeled "unclassified," and it is not identified as a capital allocator or an active ESG investor. It is also not marked as a pension consultant, related adviser, or a newly formed adviser. Public detail on Stirlingshire Investments’ client mix, fee schedules, advisory activities, and investment strategy is limited in the available records. The filing flags (no capital allocator, no ESG activity) suggest a straightforward advisory role rather than a multi-manager or thematic-investing mandate, but the firm has not provided further descriptive material about its investment preferences or product use.
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
Owners & executives
2 of 2Mara London
Chief Compliance OfficerCRD 1299148
STEVEN WOODS
Founder & CEOCRD 5715598
Contacts
3 of 24KATHLEEN PHAN
Senior Vice PresidentCRD 4705029
JASON VENDITTI
Financial AdvisorCRD 4993775
JAMES WEBB
Registered RepresentativeCRD 872943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 15 W 38th St
- Time zone
- ET (UTC-5)
- Office locations
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