Stapleton Asset Management, LLC

Overview

Stapleton Asset Management, LLC operates as a small, independent registered investment adviser that serves individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of outside advisers, positioning itself as a capital allocator rather than a purely transactional asset manager. Its investment program favors pooled public vehicles for core exposure and supplements those holdings with allocations to private equity and real estate through third‑party managers. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed‑fee engagements. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices