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STIRLINGSHIRE INVESTMENTS
Legal name: STIRLINGSHIRE RIA LLC
CRD 327779File 801-128665
APPROVED
Retail clients
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$244.6M
Below cohort median (national)
Discretionary AUM
$244.6M
Clients
1,071
1,450 accounts
Employees
29
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 7, 2023
- Principal office
- 15 W 38TH ST., #704, NEW YORK, NY, 10018
- Phone
- 877-600-7026
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $244.6M
- Discretionary AUM
- $244.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,450
- Non-discretionary accounts
- 0
- Total accounts
- 1,450
- AUM per client
- $228K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 345 | $139.7M |
| Individuals (other than high net worth individuals) | 726 | $104.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 264 | 760 | increased by496 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $69,214,156 | $179,802,588 | increased by$110,588,432 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 371 | 1,135 | increased by764 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STIRLINGSHIRE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STIRLINGSHIRE INVESTMENTS” 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.