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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| Spira, Eileen, M | I | DIRECTOR | NA | |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BELLAK, ANDREW, MARK/NICHOLAS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| MOLLNER, TERRANCE, JEROME | I | CHAIRMAN | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
| STONBERG, BRADLEY, MATTHEW | I | VP, CFO | B | Control |
Registrations
Federal
IA
Mar 23, 2023 REGISTERED
Notice Filings (5)
CA MA NH NY TX
Address
321 MAIN STREETAMHERST, MA 01002-2034
United States
Phone: 413-306-3244