The STANCE CAPITAL is a privately held investment adviser that advises $354.2mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STANCE CAPITAL is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 234.4% over the last 5-years.
The Group has been registered with the SEC for 5.57 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 131 DARTMOUTH STREET 3RD FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees increased by 150% over the last 5-years.
Their $354.2mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 18 other accounts. Assets of Investment Companies (IC) clients own $230.33mn or 65.03% of Total Assets and Pension and Profit Sharing Plans-Private own $96.96mn or 27.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
STANCE CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.