STIRLINGSHIRE INVESTMENTS

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310576
Registered since
June 8, 2022

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Mara London

    Chief Compliance OfficerCRD 1299148

  • STEVEN WOODS

    Founder & CEOCRD 5715598

Contacts

3 of 24
  • KATHLEEN PHAN

    Senior Vice PresidentCRD 4705029

  • JASON VENDITTI

    Financial AdvisorCRD 4993775

  • JAMES WEBB

    Registered RepresentativeCRD 872943

Unlock 21 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
15 W 38th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth