Stirlingshire Investments
Firm details
- Headquarters
- New York, New York
- CRD number
- 327779
- Registered since
- September 7, 2023
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.13%
- Individuals42.87%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stirlingshire Investments is organized as a limited liability company that acts as a capital allocator to individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals and small businesses, plus the selection of other advisers when needed. It maintains a broker-dealer affiliation and is registered with the SEC (registration year 2023). Stirlingshire does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities25%
- Private Funds13%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
2 of 2
Candice Gilman
Chief Compliance OfficerCRD 5226511
Steven Woods
Founder & CEOCRD 5715598
Contacts
3 of 26
Helen Dao
Financial AdvisorCRD 5107692
Andrew Gersbach
Registered RepresentativeCRD 5111620
Kevin Meyer
Vice President, InvestmentsCRD 5159445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$104M in ETFs
58%
$60M
34%
$43.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $4.7M | 93,437 | 4.57% |
Location
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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