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Stifel, Nicolaus & Company, Incorporated

● SEC registered since 1975CRD 793SEC# 801-10746St. Louis, MO
Export (members)
Ranks #76 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$197.53B
Fund GAV
$367.3M
Private funds
22
Employees
6,478
Accounts
394,160
Location
St. Louis, MO

Stifel, Nicolaus & Company, Incorporated assets under management

Stifel, Nicolaus & Company, Incorporated is an investment advisory firm registered with the SEC based in St. Louis, MO. The firm has been registered since 1975. It reports $197.5 billion in regulatory assets under management and employs 6,478 people. Stifel, Nicolaus & Company, Incorporated manages 22 private funds with combined gross assets of $367.3 million, including Rc IV LLC. By regulatory assets, it ranks 76 of 6,004 private fund managers.

Stifel, Nicolaus & Company, Incorporated private funds

22 funds · $367.3M GAV
FundTypeGross assetsMin.
Rc IV LLCOther Private$76.7M$1M
Kcp Liberty City Ventures LPOther Private$28.8M$100K
Kcp Bridge 33 Fund LPOther Private$27.5M$100K
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Stifel, Nicolaus & Company, Incorporated owners & executives

14 reported
NameTitleOwnershipSince
Adam Scott MelingerRosfp - PcgUnder 5%2019
Charles Bradford Green RaymondCo-Head Global Institutional Equities & AdvisoryUnder 5%2025
Charles Edward DodsonCco Advisory ServicesUnder 5%2022
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Frequently asked questions

How much does Stifel, Nicolaus & Company, Incorporated manage?

Stifel, Nicolaus & Company, Incorporated reports $197.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Stifel, Nicolaus & Company, Incorporated manage?

Stifel, Nicolaus & Company, Incorporated manages 22 private funds with combined gross assets of $367.3 million.

How many employees does Stifel, Nicolaus & Company, Incorporated have?

Stifel, Nicolaus & Company, Incorporated reports 6,478 employees.

Where is Stifel, Nicolaus & Company, Incorporated located?

Stifel, Nicolaus & Company, Incorporated is based in St. Louis, MO and has been SEC-registered since 1975.

Does Stifel, Nicolaus & Company, Incorporated disclose fund performance?

Stifel, Nicolaus & Company, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 N Broadway, St. Louis, MO 63102
Phone314-342-2000
Fax314-342-2830
Office hours8:00 - 4:30
SEC regionChicago Regional Office (CHRO)
CIK948905
Discloses disciplinary historyYes

Regulatory AUM

$197.53B▲ 32%
Jan '25 — $149.25BFeb '25 — $149.25BMar '25 — $1.7MApr '25 — $1.7MMay '25 — $1.7MJun '25 — $1.7MJul '25 — $1.7MAug '25 — $1.7MSep '25 — $171.21BOct '25 — $171.21BNov '25 — $171.21BDec '25 — $171.21BJan '26 — $171.21BFeb '26 — $171.21BMar '26 — $197.53BApr '26 — $197.53BMay '26 — $197.53BJun '26 — $197.53B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$197.53Bregulatory AUM
Discretionary $126.84BNon-discretionary $70.69B

Fund type mix

Other Private21
Venture Capital1