RIA Intelligence

STEMBROOK ASSET MANAGEMENT, LLC

CRD #144116 SEC #801-131731 RED BANK, NJ 201-484-0063
SEC Registered
Total AUM
$127.6M
Discretionary
$127.6M
Employees
2
Clients
26
Accounts
149

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KOSINSKI, THOMAS, CHRISTOPHERIPORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICERNA Control
KOSINSKI, THOMAS, CHRISTOPHERIPORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICERNA Control
KOSINSKI, THOMAS, CHRISTOPHERIPORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICERNA Control
D'AGATI, PETER, DAVIDIPRESIDENT/SOLE MEMBER/OWNERE Control
D'AGATI, PETER, DAVIDIPRESIDENT/SOLE MEMBER/OWNERE Control
D'AGATI, PETER, DAVIDIPRESIDENT/SOLE MEMBER/OWNERE Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (3)

NH NJ NY

Address

212 MAPLE AVENUE
SUITE 201
RED BANK, NJ 07701
United States
Phone: 201-484-0063