Stackwell Capital Advisers, LLC
● SEC registered since 2021CRD 316298SEC# 801-122757Boston, MA
Reg. AUM
$2.3M
Employees
17
Accounts
3,924
Location
Boston, MA
Stackwell Capital Advisers, LLC assets under management
Stackwell Capital Advisers, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2021. It reports $2.3 million in regulatory assets under management and employs 17 people.
Stackwell Capital Advisers, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan David Lee | Chief Compliance Officer | Under 5% | 2021 |
| Stackwell Capital, Inc. Control | Parent Company | Over 75% | 2021 |
| Trevor Lamont Rozier-Byrd Control | Chief Executive Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Stackwell Capital Advisers, LLC manage?
Stackwell Capital Advisers, LLC reports $2.3 million in regulatory assets under management on its Form ADV.
How many employees does Stackwell Capital Advisers, LLC have?
Stackwell Capital Advisers, LLC reports 17 employees.
Where is Stackwell Capital Advisers, LLC located?
Stackwell Capital Advisers, LLC is based in Boston, MA and has been SEC-registered since 2021.
Does Stackwell Capital Advisers, LLC disclose fund performance?
Stackwell Capital Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Summer Street, Suite 1600, Boston, MA 02110 |
| Phone | (617) 455-4741 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.3M▲ 63%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$2.3Mregulatory AUM
Discretionary $2.3M