STAPLE INVESTMENTS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RESTON, Virginia
CRD number
333656

Firm profile

FINTRX

Overview

Staple Investments LLC operates as a compact sponsor and general partner that forms and manages pooled private investment vehicles. The firm’s activity centers on originating, packaging and running at least one private equity fund, acting as sponsor, GP and managing member rather than as a broad third‑party allocator. Its profile points to a hands‑on manager of closed‑end vehicles with a concentrated set of owners and capital committed to private-company equity strategies. The firm does not present itself as an active ESG investor and is not positioned as a multi‑state advisory firm or pension consultant. Its structure and stated activities indicate the primary business model is fund sponsorship and governance rather than retail advisory relationships.

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

2 of 2
  • Timothy Reichert

    Co-CEOCRD 7593932

  • JOSEPH WESTERHAUS

    CFOCRD 6723122

Contacts

3 of 3
  • MICHAEL MADDEN

    Managing DirectorCRD 2660814

  • JOHN GUINEE

    Managing PartnerCRD 3159879

  • MARIANO DIAZ-BONILLA

    Partner and Managing DirectorCRD 4275952

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RESTON, VA

FAIRFAX

Location

RESTON, VA

Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
11921 Freedom Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth