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 an SEC-registered advisory firm (registered in 2023) that serves individual and family clients on a fee basis charged as a percentage of assets under management. The firm provides discretionary portfolio management and acts as a capital allocator, including the selection of third‑party advisers for certain client allocations. Its organizational ownership is a mix of a domestic entity and an individual, and it maintains an affiliation with a broker‑dealer. Stirlingshire does not position itself as an ESG-focused investor. Its advisory activities emphasize managing portfolios for individuals and small businesses and sourcing external managers where appropriate, which supports allocations into both public securities and private/alternative strategies.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$111M in ETFs
56%
$62.4M
35%
$49.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $6.2M | 121,504 | 5.52% |
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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