Stage Harbor Financial, LLC
● SEC registered since 2018CRD 289725SEC# 801-112359Westwood, MA
Reg. AUM
$1.1B
Employees
11
Accounts
1,435
Location
Westwood, MA
Stage Harbor Financial, LLC assets under management
Stage Harbor Financial, LLC is an investment advisory firm registered with the SEC based in Westwood, MA. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 11 people.
Stage Harbor Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andre Matos Fernandes Control | Managing Member | 25-50% | 2018 |
| Matthew Douglas Biggar Control | Managing Member | 25-50% | 2018 |
| Rosemarie Na Ranzie Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Stage Harbor Financial, LLC manage?
Stage Harbor Financial, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Stage Harbor Financial, LLC have?
Stage Harbor Financial, LLC reports 11 employees.
Where is Stage Harbor Financial, LLC located?
Stage Harbor Financial, LLC is based in Westwood, MA and has been SEC-registered since 2018.
Does Stage Harbor Financial, LLC disclose fund performance?
Stage Harbor Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Lowder Brook Drive, Suite #2500, Westwood, MA 02090 |
| Phone | (781) 934-3130 |
| Fax | 781-610-9000 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1934721 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.1B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.1Bregulatory AUM
Discretionary $1.1B