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Stansberry Asset Management, LLC

● SEC registered since 2016CRD 282103SEC# 801-107061Westlake, TX
Export (members)
Ranks #2,695 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.29B
Fund GAV
$66M
Private funds
3
Employees
34
Accounts
3,714
Location
Westlake, TX

Stansberry Asset Management, LLC assets under management

Stansberry Asset Management, LLC is a registered investment adviser overseen by the SEC based in Westlake, TX. The firm has been registered since 2016. It reports $1.3 billion in regulatory assets under management and employs 34 people. Stansberry Asset Management, LLC manages 3 private funds with combined gross assets of $66 million, including Sam Alternative Investment Opportunities Fund I. By regulatory assets, it ranks 2,695 of 6,004 private fund managers.

Stansberry Asset Management, LLC private funds

3 funds · $66M GAV
FundTypeGross assetsMin.
Sam Alternative Investment Opportunities Fund IOther Private$38M$300K
Sam Alternative Investment Opportunites Fund 2Other Private$27.9M$300K
Sam Alternative Investment Opportunites Fund 3Real Estate$500K

Stansberry Asset Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Austin Gregory Root ControlChief Investment Officer5-10%2021
Christopher James Delaura ControlChief Executive Officer5-10%2022
Eamonn Grant Obrien ControlChief Operating Officer5-10%2016
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Frequently asked questions

How much does Stansberry Asset Management, LLC manage?

Stansberry Asset Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Stansberry Asset Management, LLC manage?

Stansberry Asset Management, LLC manages 3 private funds with combined gross assets of $66 million.

How many employees does Stansberry Asset Management, LLC have?

Stansberry Asset Management, LLC reports 34 employees.

Where is Stansberry Asset Management, LLC located?

Stansberry Asset Management, LLC is based in Westlake, TX and has been SEC-registered since 2016.

Does Stansberry Asset Management, LLC disclose fund performance?

Stansberry Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1600 Solana Boulevard, Building 8 Suite 8100, Westlake, TX 76262
Phone646-854-4370
Fax646-304-0464
Office hours9:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1725910
Discloses disciplinary historyNo

Regulatory AUM

$1.29B▲ 23%
Mar '25 — $1.05BApr '25 — $1.05BMay '25 — $1.05BJun '25 — $1.05BJul '25 — $1.05BAug '25 — $1.05BSep '25 — $1.05BOct '25 — $1.05BNov '25 — $1.05BDec '25 — $1.05BJan '26 — $1.05BFeb '26 — $1.05BMar '26 — $1.29BApr '26 — $1.29BMay '26 — $1.29BJun '26 — $1.29B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$1.29Bregulatory AUM
Discretionary $1.29B

Fund type mix

Other Private2
Real Estate1

Service providers

Administrator