Third Stanza Group

Overview

Third Stanza Group is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families. Its stated services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm reports a clear preference for equities as the chief building block of client portfolios and charges clients on a percentage-of-assets basis. The firm does not position itself as an ESG-driven manager and is not listed as a multi-state adviser in its regulatory snapshot. Given the asset and account profile, Third Stanza Group operates at a boutique scale, offering personalized advisory relationships rather than institutional-scale asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices