STADTLER CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 156465
- Website
- stadtlercapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles69.1%
- HNWI30.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Stadtler Capital Management, LLC is a small, privately held advisory firm that positions itself as both a manager of pooled investment vehicles and a portfolio manager for individuals and small businesses. The firm is organized as an LLC and is classified in filings as operating a private equity fund. Its client base combines individual and family relationships with institutional or pooled-vehicle investors, and the firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. Investment activity centers on private markets exposure and manager-driven allocations; filings show active use of private equity and hedge fund strategies alongside a meaningful allocation to cash and cash equivalents for liquidity management. The firm additionally serves as sponsor/GP or managing member for pooled vehicles it advises.
Assets & Accounts
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
- Cash & Cash Equivalents48%
- US Government Bonds35%
- Exchange Traded Equities7%
- Investment Grade Corp Bonds7%
- Public Funds/Mutual Funds3%
Contacts
1 of 1KEVIN STADTLER
Founder and Portfolio ManagerCRD 2450028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 201 Main St
- Time zone
- CT (UTC-6)
- Office locations
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