← Directory
STIRLINGSHIRE INVESTMENTS
Legal name: STIRLINGSHIRE RIA LLC
CRD 327779File 801-128665
APPROVED
Retail clients
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$179.8M
Bottom 25% of cohort (national)
Discretionary AUM
$179.8M
Clients
760
1,135 accounts
Employees
29
Bottom 25% of cohort 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
- $179.8M
- Discretionary AUM
- $179.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,135
- Non-discretionary accounts
- 0
- Total accounts
- 1,135
- AUM per client
- $237K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 570 | $134.9M |
| Individuals (other than high net worth individuals) | 190 | $45.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.