Stash Investments LLC (New York)

Name: Stash Investments LLC
Address: 500 7 Th Avenue, New York, NY, 10018
Telephone: (800) 205-5164

Stash Investments LLC is a large advisory firm based in New York. It manages $824.04 million of regulatory assets for 3,702,824 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Stash Investments provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stash Investments: assets under management

The assets under management (AUM) of Stash Investments LLC is $824.04 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stash Investments LLC for their services and products based on subscription fees and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edward Raymond Robinson serves?

The only and largest group of clients of Edward Raymond Robinson is individuals with 3,470,878 clients and $824.04 million of assets under management. Among the 11 most similar advisory firms, Stash Investments has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $824.04 million for 3,470,878 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stash Investments doesn't advise any private funds.

Careers at Stash Investments LLC

The company employs 233 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 169,800 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Edward Raymond Robinson has been acting as President since 1 Dec 2016. Adrien Thomas Pesa joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brandon Alex Krieg	Chief executive officer	1 Jun 2016	Other	4074156
Phillip Gifford Carter	Chief compliance officer, chief revenue officer	1 Jul 2016	Other	6827081
Edward Raymond Robinson	President	1 Dec 2016	Other	6260887
Inc. Collective Returns	Owner and managing member	1 Jul 2017	75% - 100%	47-3187441
Inc. Stash Financial	Owner and managing member	1 Jul 2017	75% - 100%	47-3187441
Adrien Thomas Pesa	Chief compliance officer	1 Jan 2018	Other	6933527

Based in New York

The principal office where Stash Investments LLC performs its advisory services is located at 500 7 Th Avenue, New York, NY 10018 The mailing address of the firm is 500 Fashion Avenue, New York, NY 10018. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (800) 205-5164. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at stashinvest.com.