STANCE CAPITAL LLC
CRD #284267 SEC #801-120103 BOSTON, MA 617-875-1062
SEC Registered
Total AUM
$228.4M
Discretionary
$155.8M
Employees
3
Clients
0
Accounts
109
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2025
- 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 |
|---|---|---|---|---|
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARONSON, JASON, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEAPS, TOBIT | I | MINORITY OWNER | NA | |
| HEAPS, TOBIT | I | MINORITY OWNER | NA | |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | MANAGING MEMBER | E | Control |
| BALKISSOON, KYLE, KADAR | I | MANAGING PARTNER | B | Control |
| BALKISSOON, KYLE, KADAR | I | MANAGING PARTNER | B | Control |
| BALKISSOON, KYLE, KADAR | I | MANAGING PARTNER | B | Control |
| BALKISSOON, KYLE, KADAR | I | MANAGING PARTNER | B | Control |
| BALKISSOON, KYLE, KADAR | I | MANAGING PARTNER | B | Control |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | DE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A | |
| KKB RESEARCH AND DEVELOPMENT CORP. | FE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| BALKISSOON, KYLE, KADAR | I | KKB RESEARCH AND DEVELOPMENT CORP. | E | |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/31/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1993 CRUMMEY TRUST U/A 12/20/93 WILLIAM H DAVIS TRUSTEE FBO BENJAMIN T. DAVIS | E | Control |
| DAVIS, WILLIAM, HOLLAND | I | 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS | E | Control |
Registrations
Federal
IA
May 1, 2025 REGISTERED
Notice Filings (3)
MA NY TX
Address
131 DARTMOUTH STREET3RD FLOOR
BOSTON, MA 02116
United States
Phone: 617-875-1062