STASH

Legal name: STASH INVESTMENTS LLC

CRD 226550File 801-96294

APPROVED

Retail clients

Filing as of Aug 14, 2026

Feed vintage Aug 17, 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: 450 PARK AVENUE SOUTH, SUITE 10-111, NEW YORK, NY, 10016
Phone: (800) 205-5164
Website: HTTPS://YOUTUBE.COM/STASH

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.