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STASH
Legal name: STASH INVESTMENTS LLC
CRD 226550File 801-96294
APPROVED
Retail clients
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.92B
Top 25% of cohort (national)
Discretionary AUM
$251.0M
Non-discretionary $4.67B
Clients
1,138,270
1,758,044 accounts
Employees
124
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 15, 2015
- Principal office
- 635-641 AVENUE OF THE AMERICAS, 6TH FLOOR, NEW YORK, NY, 10011
- Phone
- (800) 205-5164
- Website
- HTTPS://WWW.STASH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.92B
- Discretionary AUM
- $251.0M
- Non-discretionary AUM
- $4.67B
- Discretionary accounts
- 302,339
- Non-discretionary accounts
- 1,455,705
- Total accounts
- 1,758,044
- AUM per client
- $4K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,138,270 | $4.92B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 120 | 124 | increased by4 |
| Apr 1, 2026 | Clients | 1,290,843 | 1,138,270 | decreased by152,573 |
| Apr 1, 2026 | AUM | $4,165,105,229 | $4,920,730,416 | increased by$755,625,187 |
| Apr 1, 2026 | Accounts | 2,282,272 | 1,758,044 | decreased by524,228 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 413 | 120 | decreased by293 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,768,392 | 1,290,843 | decreased by5,477,549 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,306,052,866 | $4,165,105,229 | increased by$859,052,363 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,340,313 | 2,282,272 | decreased by58,041 |
| Apr 1, 2022 | Employees | 287 | 413 | increased by126 |
| Apr 1, 2022 | Clients | 6,067,287 | 6,768,392 | increased by701,105 |
| Apr 1, 2022 | AUM | $2,741,417,468 | $3,306,052,866 | increased by$564,635,398 |
| Apr 1, 2022 | Accounts | 6,857,971 | 2,340,313 | decreased by4,517,658 |
| Jun 1, 2021 | AUM | $2,594,774,253 | $2,741,417,468 | increased by$146,643,215 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STASH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STASH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.