Stirlingshire Investments

Overview

Stirlingshire Investments is an SEC-registered advisory firm (registered in 2023) that serves individual and family clients on a fee basis charged as a percentage of assets under management. The firm provides discretionary portfolio management and acts as a capital allocator, including the selection of third‑party advisers for certain client allocations. Its organizational ownership is a mix of a domestic entity and an individual, and it maintains an affiliation with a broker‑dealer. Stirlingshire does not position itself as an ESG-focused investor. Its advisory activities emphasize managing portfolios for individuals and small businesses and sourcing external managers where appropriate, which supports allocations into both public securities and private/alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices