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The Stanich Group LLC

● SEC registered since 2016CRD 282447SEC# 801-107270
Export (members)
Reg. AUM
$209.8M
Employees
5
Accounts
719
Location

The Stanich Group LLC assets under management

The Stanich Group LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2016. It reports $209.8 million in regulatory assets under management and employs 5 people.

The Stanich Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Sara Beth Stanich ControlPrincipal & Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does The Stanich Group LLC manage?

The Stanich Group LLC reports $209.8 million in regulatory assets under management on its Form ADV.

How many employees does The Stanich Group LLC have?

The Stanich Group LLC reports 5 employees.

Does The Stanich Group LLC disclose fund performance?

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

Contact & registration

Phone(646) 693-7451
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$209.8M▲ 26%
Feb '25 — $166.6MMar '25 — $166.6MApr '25 — $166.6MMay '25 — $166.6MJun '25 — $166.6MJul '25 — $166.6MAug '25 — $166.6MSep '25 — $166.6MOct '25 — $166.6MNov '25 — $166.6MDec '25 — $166.6MJan '26 — $166.6MFeb '26 — $166.6MMar '26 — $209.8MApr '26 — $209.8MMay '26 — $209.8MJun '26 — $209.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$209.8Mregulatory AUM
Discretionary $209.8M