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Stash Investments LLC

● SEC registered since 2015CRD 226550SEC# 801-96294New York, NY
Export (members)
Reg. AUM
$4.92B
Employees
124
Accounts
1,758,044
Location
New York, NY

Stash Investments LLC assets under management

Stash Investments LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2015. It reports $4.9 billion in regulatory assets under management and employs 124 people.

Stash Investments LLC owners & executives

3 reported
NameTitleOwnershipSince
Brandon Alex Krieg ControlChief Executive OfficerUnder 5%2024
Katherine Dailey Ring ControlChief Compliance OfficerUnder 5%2024
Stash Financial, Inc. ControlOwner And Managing MemberOver 75%2017

Frequently asked questions

How much does Stash Investments LLC manage?

Stash Investments LLC reports $4.9 billion in regulatory assets under management on its Form ADV.

How many employees does Stash Investments LLC have?

Stash Investments LLC reports 124 employees.

Where is Stash Investments LLC located?

Stash Investments LLC is based in New York, NY and has been SEC-registered since 2015.

Does Stash Investments LLC disclose fund performance?

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

Contact & registration

Address450 Park Avenue South, Suite 10-111, New York, NY 10016
Phone(800) 205-5164
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$4.92B▲ 18%
Mar '25 — $4.17BApr '25 — $4.17BMay '25 — $4.17BJun '25 — $4.17BJul '25 — $4.17BAug '25 — $4.17BSep '25 — $4.17BOct '25 — $4.17BNov '25 — $4.17BDec '25 — $4.17BJan '26 — $4.17BFeb '26 — $4.17BMar '26 — $4.92BApr '26 — $4.92BMay '26 — $4.92BJun '26 — $4.92B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers

Assets under management

$4.92Bregulatory AUM
Discretionary $251MNon-discretionary $4.67B