Stash Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
287728
Registered since
August 29, 2017

Firm profile

FINTRX

Overview

Stash Capital LLC is organized as a limited liability company and is characterized in filings as an "Unclassified" advisory entity with owner type listed as both a domestic entity and an individual. Publicly disclosed metadata indicates the firm does not identify itself as a capital allocator, pension consultant, related adviser, multi-state adviser, or active ESG investor, and it is not marked as a newly formed adviser. The firm has not provided detail about its investment strategies, target client segments, fee structure, or advisory activities.

Assets & Accounts

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
  • Katherine Ring

    Katherine Ring

    Chief Compliance OfficerCRD 4934458

Contacts

3 of 12
  • Marcus Lee

    Marcus Lee

    AnalystCRD 6608444

  • Brandon Krieg

    Brandon Krieg

    Co-FounderCRD 4074156

  • Joseph Battagliese

    Joseph Battagliese

    Vice PresidentCRD 2648184

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
635 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth