STASH INVESTMENTS LLC
Legal name: STASH INVEST
CRD #226550 SEC #801-96294 NEW YORK, NY (800) 205-5164
SEC Registered
Total AUM
$4.2B
Discretionary
$178.3M
Employees
120
Clients
--
Accounts
2,282,272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.2B | $178.3M | $4B | 120 | 164,389 |
| May 2025 | $4.2B | $178.3M | $4B | 120 | 164,389 |
| Mar 2025 | $4.2B | $178.3M | $4B | 120 | 164,389 |
| Oct 2024 | $3.3B | $124.1M | $3.2B | 240 | 82,046 |
| Oct 2024 | $3.3B | $124.1M | $3.2B | 240 | 82,046 |
| Mar 2024 | $3.3B | $124.1M | $3.2B | 240 | 82,046 |
| Dec 2023 | $2.6B | $76.6M | $2.5B | 420 | 131,094 |
| Aug 2023 | $2.6B | $76.6M | $2.5B | 420 | 131,094 |
| Apr 2023 | $2.6B | $76.6M | $2.5B | 420 | 131,094 |
| Mar 2023 | $2.6B | $76.6M | $2.5B | 420 | 131,094 |
| Dec 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Sep 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Aug 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Jul 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Jul 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Jun 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| May 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Mar 2022 | $3.3B | $44.2M | $3.3B | 413 | 4,428,079 |
| Dec 2021 | $2.7B | $15M | $2.7B | 287 | 4,026,677 |
| May 2021 | $2.7B | $15M | $2.7B | 287 | 4,026,677 |
| Mar 2021 | $2.6B | $5.6M | $2.6B | 287 | 4,026,677 |
| Jan 2021 | $2.5B | $32.4K | $2.5B | 271 | 3,769,056 |
| Jul 2020 | $1.5B | $0 | $1.5B | 268 | 3,291,212 |
| Jun 2020 | $1.4B | $0 | $1.4B | 268 | 3,162,537 |
| Jun 2020 | $1.4B | $0 | $1.4B | 268 | 3,162,537 |
| May 2020 | $1.1B | $0 | $1.1B | 271 | 3,064,618 |
| Jan 2020 | $946.3M | $0 | $946.3M | 262 | 2,474,904 |
| Aug 2019 | $824M | $0 | $824M | 233 | 2,042,108 |
| Apr 2019 | $733.5M | $0 | $733.5M | 235 | 2,042,108 |
| Apr 2019 | $690M | $0 | $690M | 235 | 1,177,613 |
| Jul 2018 | $448.9M | $0 | $448.9M | 174 | 1,245,705 |
| Mar 2018 | $319M | $0 | $319M | 120 | 0 |
| Nov 2017 | $176.9M | $0 | $176.9M | 89 | 0 |
| Aug 2017 | $125M | $0 | $125M | 70 | 347,300 |
| Mar 2017 | $62.1M | $0 | $62.1M | 30 | 347,300 |
| Mar 2017 | $52.2M | $0 | $52.2M | 30 | 347,300 |
| Jan 2017 | $9.9M | $0 | $9.9M | 15 | 91,100 |
| Jul 2016 | $9.9M | $0 | $9.9M | 15 | 91,100 |
| Jul 2016 | $9.9M | $0 | $9.9M | 15 | 91,100 |
| Mar 2016 | $2.3M | $0 | $2.3M | 5 | 31,500 |
| Feb 2016 | $0 | $0 | $0 | 5 | 26 |
| Dec 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
| Sep 2015 | $0 | $0 | $0 | 3 | 0 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$4.2B
Discretionary$178.3M
Non-Disc.$4B
Employees120
Clients164,389
DateMay 2025
Total AUM$4.2B
Discretionary$178.3M
Non-Disc.$4B
Employees120
Clients164,389
DateMar 2025
Total AUM$4.2B
Discretionary$178.3M
Non-Disc.$4B
Employees120
Clients164,389
DateOct 2024
Total AUM$3.3B
Discretionary$124.1M
Non-Disc.$3.2B
Employees240
Clients82,046
DateOct 2024
Total AUM$3.3B
Discretionary$124.1M
Non-Disc.$3.2B
Employees240
Clients82,046
DateMar 2024
Total AUM$3.3B
Discretionary$124.1M
Non-Disc.$3.2B
Employees240
Clients82,046
DateDec 2023
Total AUM$2.6B
Discretionary$76.6M
Non-Disc.$2.5B
Employees420
Clients131,094
DateAug 2023
Total AUM$2.6B
Discretionary$76.6M
Non-Disc.$2.5B
Employees420
Clients131,094
DateApr 2023
Total AUM$2.6B
Discretionary$76.6M
Non-Disc.$2.5B
Employees420
Clients131,094
DateMar 2023
Total AUM$2.6B
Discretionary$76.6M
Non-Disc.$2.5B
Employees420
Clients131,094
DateDec 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateSep 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateAug 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateJul 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateJul 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateJun 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateMay 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateMar 2022
Total AUM$3.3B
Discretionary$44.2M
Non-Disc.$3.3B
Employees413
Clients4,428,079
DateDec 2021
Total AUM$2.7B
Discretionary$15M
Non-Disc.$2.7B
Employees287
Clients4,026,677
DateMay 2021
Total AUM$2.7B
Discretionary$15M
Non-Disc.$2.7B
Employees287
Clients4,026,677
DateMar 2021
Total AUM$2.6B
Discretionary$5.6M
Non-Disc.$2.6B
Employees287
Clients4,026,677
DateJan 2021
Total AUM$2.5B
Discretionary$32.4K
Non-Disc.$2.5B
Employees271
Clients3,769,056
DateJul 2020
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees268
Clients3,291,212
DateJun 2020
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees268
Clients3,162,537
DateJun 2020
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees268
Clients3,162,537
DateMay 2020
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees271
Clients3,064,618
DateJan 2020
Total AUM$946.3M
Discretionary$0
Non-Disc.$946.3M
Employees262
Clients2,474,904
DateAug 2019
Total AUM$824M
Discretionary$0
Non-Disc.$824M
Employees233
Clients2,042,108
DateApr 2019
Total AUM$733.5M
Discretionary$0
Non-Disc.$733.5M
Employees235
Clients2,042,108
DateApr 2019
Total AUM$690M
Discretionary$0
Non-Disc.$690M
Employees235
Clients1,177,613
DateJul 2018
Total AUM$448.9M
Discretionary$0
Non-Disc.$448.9M
Employees174
Clients1,245,705
DateMar 2018
Total AUM$319M
Discretionary$0
Non-Disc.$319M
Employees120
Clients0
DateNov 2017
Total AUM$176.9M
Discretionary$0
Non-Disc.$176.9M
Employees89
Clients0
DateAug 2017
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees70
Clients347,300
DateMar 2017
Total AUM$62.1M
Discretionary$0
Non-Disc.$62.1M
Employees30
Clients347,300
DateMar 2017
Total AUM$52.2M
Discretionary$0
Non-Disc.$52.2M
Employees30
Clients347,300
DateJan 2017
Total AUM$9.9M
Discretionary$0
Non-Disc.$9.9M
Employees15
Clients91,100
DateJul 2016
Total AUM$9.9M
Discretionary$0
Non-Disc.$9.9M
Employees15
Clients91,100
DateJul 2016
Total AUM$9.9M
Discretionary$0
Non-Disc.$9.9M
Employees15
Clients91,100
DateMar 2016
Total AUM$2.3M
Discretionary$0
Non-Disc.$2.3M
Employees5
Clients31,500
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients26
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0