Stirlingshire Investments 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 March 5, 2026, reports $180M in regulatory assets under management, 29 employees, 22 offices, and 1,135 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
570
2
Individuals
25.0%
190
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 5, 2026
Discretionary100.0%
$180M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$180M
Total Accounts1,135
10Y AUM Change+$180M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee26:1
10Y Employee Change+27 (+1350.0%)
* 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.