Stance Capital LLC
● SEC registered since 2021CRD 284267SEC# 801-120103Boston, MA
Reg. AUM
$354.2M
Employees
5
Accounts
102
Location
Boston, MA
Stance Capital LLC assets under management
Stance Capital LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2021. It reports $354.2 million in regulatory assets under management and employs 5 people.
Stance Capital LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1993 Crummey Trust U/A 12/20/93 William H Davis Trustee Fbo Benjamin T. Davis | Member | 5-10% | 1993 |
| 1993 Crummey Trust U/A 12/30/93 William H Davis Trustee Fbo Charles B. P. Davis | Member | 5-10% | 1993 |
| 1993 Crummey Trust U/A 12/30/93 William H Davis Trustee Fbo Holland H. Davis | Member | 5-10% | 1993 |
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Join to unlock · $37/moFrequently asked questions
How much does Stance Capital LLC manage?
Stance Capital LLC reports $354.2 million in regulatory assets under management on its Form ADV.
How many employees does Stance Capital LLC have?
Stance Capital LLC reports 5 employees.
Where is Stance Capital LLC located?
Stance Capital LLC is based in Boston, MA and has been SEC-registered since 2021.
Does Stance Capital LLC disclose fund performance?
Stance Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 Dartmouth Street, 3rd Floor, Boston, MA 02116 |
| Phone | 617-875-1062 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$354.2M▲ 55%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$354.2Mregulatory AUM
Discretionary $265.1MNon-discretionary $89.1M