Stifel Capital Management, LLC
● SEC registered since 2023CRD 328365SEC# 801-129003New York, NY
Reg. AUM
$4.2B
Employees
9
Accounts
549
Location
New York, NY
Stifel Capital Management, LLC assets under management
Stifel Capital Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It reports $4.2 billion in regulatory assets under management and employs 9 people.
Stifel Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Vartan Topalian Control | Chief Investment Officer | Under 5% | 2023 |
| Avi L Stein Control | Chief Financial Officer | Under 5% | 2023 |
| Cynthia Teresa Perez Control | Chief Operating Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Stifel Capital Management, LLC manage?
Stifel Capital Management, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Stifel Capital Management, LLC have?
Stifel Capital Management, LLC reports 9 employees.
Where is Stifel Capital Management, LLC located?
Stifel Capital Management, LLC is based in New York, NY and has been SEC-registered since 2023.
Does Stifel Capital Management, LLC disclose fund performance?
Stifel Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1095 Avenue of the Americas, New York, NY 10036 |
| Phone | 212-328-1000 |
| Office hours | 8:00 To 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.2B▲ 182%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$4.2Bregulatory AUM
Discretionary $4.2B