NEW STACK, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
317702
Registered since
November 17, 2021

Firm profile

FINTRX

Overview

New Stack, LLC is an SEC-registered limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Since registering in 2021, the firm’s public profile shows activity centered on advising private funds rather than running traditional advisory relationships or separate accounts. It is classified as unclassified and is owned by an individual principal. The firm does not present itself as a capital allocator to third‑party mandates, and it is not flagged as an active ESG investor, multi‑state adviser, pension consultant, or related adviser. Its public activity and structure point to a manager role: structuring funds, raising limited partner capital, and performing GP responsibilities for pooled venture vehicles.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Jeffrey Moran

    Chief Operating OfficerCRD 7470551

Contacts

1 of 1
  • Nicholas Moran

    General PartnerCRD 7470371

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
600 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth