Stash is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 23, 2026, reports $4.9B in regulatory assets under management, 124 employees, and 1,758,044 accounts.
Assets Under Management
$4.9B
Employees
124
Offices
--
Total Clients
1,138,270
Primary office
NEW YORK, NY
450 PARK AVENUE SOUTH, SUITE 10-111, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
1,138,270
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.9Bas of April 23, 2026
Discretionary5.1%
$251M
5% of total RAUM5.1%
Non-discretionary94.9%
$4.7B
95% of total RAUM94.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.9B
Total Accounts1,758,044
10Y AUM Change+$4.9B (+7821.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees124
Clients per Employee9180:1
10Y Employee Change+94 (+313.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.