Stembrook Asset Management, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 144116
- Registered since
- January 2, 2025
- Website
- stembrook.com
- Custodians
- CHARLES SCHWAB & CO., INC., COINBASE
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.64%
- Individuals2.24%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stembrook Asset Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Stembrook also performs manager selection for third-party advisers and operates as a capital allocator. Its fee arrangements include a percentage-of-assets model alongside fixed-fee engagements. The firm is not positioned as an ESG investor and is not designated as a multi-state or pension consultant adviser in the data provided. The SEC registration year is listed as 2025.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities40%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Thomas Kosinski
Portfolio ManagerCRD 5738565
Peter D'agati
Founder and PresidentCRD 2406649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$57M in ETFs
97%
$55.3M
0%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $19.3M | 25,873 | 33.87% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, 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
- Monmouth
- Address
- 212 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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