STANSBERRY ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- WESTLAKE, Texas
- CRD number
- 282103
- Registered since
- January 4, 2016
- Website
- stansberryam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.55%
- Individuals18.96%
- Pension & Profit Sharing Plans1.09%
- Charitable Organizations0.24%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stansberry Asset Management, LLC is an independent registered investment adviser formed in 2016 that manages discretionary portfolios for individual, family and institutional clients on a percentage-of-AUM fee basis. The firm describes its role as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. It does not identify as an active ESG investor and is not characterized as a multi-state adviser in the source data.
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds8%
- US Government Bonds7%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4EAMONN OBRIEN
COOCRD 4817949
MARIO VALENTE
Deputy Chief Investment OfficerCRD 3093375
CHRISTOPHER DELAURA
Chief Executive OfficerCRD 2899748
Contacts
3 of 18Ty Trosky
Manager of Internal Business DevelopmentCRD 7860398
AUSTIN ROOT
Portfolio ManagerCRD 2935526
George Stock
ControllerCRD 7383768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$118M in ETFs
82%
$96.6M
18%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $44.5M | 442,000 | 37.77% |
Location
WESTLAKE, TX
DENTON
Location
WESTLAKE, TX
Headquartered in WESTLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DENTON
- Address
- 1600 Solana Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
KILDARE PARTNERS US, LLC
RIAWESTLAKE, TX
TRIGATE MANAGEMENT LLC
RIADALLAS, TX
BEACON FINANCIAL GROUP
RIADALLAS, TX
U.S. GLOBAL INVESTORS, INC.
RIASAN ANTONIO, TX
CALLAHAN ADVISORS, LLC
RIAHOUSTON, TX
BLUE SAGE CAPITAL
RIAAUSTIN, TX