STAKEHOLDERS CAPITAL, INC.
Legal name: STAKEHOLDERS CAPITAL
CRD #148469 SEC #801-118671 AMHERST, MA 413-306-3244
SEC Registered
Total AUM
$145.7M
Discretionary
$130.3M
Employees
8
Clients
51
Accounts
620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $145.7M | $130.3M | $15.4M | 8 | 0 |
| Nov 2022 | $151.1M | $134.9M | $16.2M | 8 | 0 |
| Apr 2022 | $151.1M | $134.9M | $16.2M | 8 | 0 |
| Mar 2022 | $151.1M | $134.9M | $16.2M | 8 | 0 |
| Mar 2021 | $134.1M | $117.2M | $17M | 8 | 0 |
| Nov 2020 | $118.3M | $118.3M | $0 | 7 | 0 |
| Jun 2020 | $118.3M | $118.3M | $0 | 7 | 0 |
| Apr 2020 | $118.3M | $118.3M | $0 | 7 | 0 |
DateMar 2023
Total AUM$145.7M
Discretionary$130.3M
Non-Disc.$15.4M
Employees8
Clients0
DateNov 2022
Total AUM$151.1M
Discretionary$134.9M
Non-Disc.$16.2M
Employees8
Clients0
DateApr 2022
Total AUM$151.1M
Discretionary$134.9M
Non-Disc.$16.2M
Employees8
Clients0
DateMar 2022
Total AUM$151.1M
Discretionary$134.9M
Non-Disc.$16.2M
Employees8
Clients0
DateMar 2021
Total AUM$134.1M
Discretionary$117.2M
Non-Disc.$17M
Employees8
Clients0
DateNov 2020
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees7
Clients0