STOCKLIFT
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 335050
- Fee structure
- Subscription Fees
Firm profile
FINTRXOverview
Stocklift operates as a small, individually owned corporate advisory entity with a subscription-fee model rather than a traditional AUM-based fee schedule. The firm’s public profile is limited, but its stated activity priorities point toward private-market and commodity-oriented allocations. It is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The firm’s regulatory registration year is not available and its advisory classification is unclassified, which suggests a nonstandard or narrowly focused advisory offering. Given the subscription-fee structure, Stocklift appears to position itself around packaged advisory services or access products instead of charging a percentage of client assets. That fee design is consistent with a business model that may sell systematic research, platform access, model portfolios, or curated alternative investment opportunities on a subscription basis.
Assets & Accounts
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
Owners & executives
1 of 1Brendan Sweeney
Co-Founder & CEOCRD 8096542
Contacts
3 of 4Dennis Sweeney
Board MemberCRD 8096548
Shannan Sweeney
Co-FounderCRD 8096544
Elizabeth Baker
DirectorCRD 8096567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, 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
- FAIRFIELD
- Address
- 15 Old Stamford Rd
- Time zone
- ET (UTC-5)
- Office locations
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