STAGE HARBOR FINANCIAL, LLC
Legal name: STAGE HARBOR FINANCIAL
CRD #289725 SEC #801-112359 WESTWOOD, MA (781) 934-3130
SEC Registered
Total AUM
$972.9M
Discretionary
$972.9M
Employees
9
Clients
101
Accounts
901
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $972.9M | $972.9M | $0 | 9 | 0 |
| Mar 2025 | $972.9M | $972.9M | $0 | 9 | 0 |
| Dec 2024 | $876.6M | $876.6M | $0 | 9 | 0 |
| Oct 2024 | $876.6M | $876.6M | $0 | 9 | 0 |
| Sep 2024 | $876.6M | $876.6M | $0 | 9 | 0 |
| Mar 2024 | $876.6M | $876.6M | $0 | 9 | 0 |
| Oct 2023 | $775.2M | $775.2M | $0 | 7 | 0 |
| Mar 2023 | $775.2M | $775.2M | $0 | 7 | 0 |
| Nov 2022 | $836.4M | $836.4M | $0 | 8 | 0 |
| Mar 2022 | $836.4M | $836.4M | $0 | 8 | 0 |
| Oct 2021 | $718.2M | $718.2M | $0 | 7 | 0 |
| Aug 2021 | $718.2M | $718.2M | $0 | 7 | 0 |
| Jul 2021 | $718.2M | $718.2M | $0 | 7 | 0 |
| Mar 2021 | $718.2M | $718.2M | $0 | 7 | 0 |
| Jun 2020 | $631.5M | $631.5M | $0 | 8 | 0 |
| Mar 2020 | $631.5M | $631.5M | $0 | 8 | 0 |
| Aug 2019 | $543.2M | $543.2M | $0 | 7 | 0 |
| Apr 2019 | $543.2M | $543.2M | $0 | 8 | 0 |
| Jan 2019 | $524M | $524M | $0 | 8 | 0 |
| Sep 2018 | $444.8M | $444.8M | $0 | 4 | 0 |
| Jun 2018 | $444.8M | $444.8M | $0 | 4 | 0 |
| May 2018 | $444.8M | $444.8M | $0 | 4 | 0 |
| May 2018 | $0 | $0 | $0 | 4 | 0 |
| Feb 2018 | $0 | $0 | $0 | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$972.9M
Discretionary$972.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$972.9M
Discretionary$972.9M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$876.6M
Discretionary$876.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$876.6M
Discretionary$876.6M
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$876.6M
Discretionary$876.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$876.6M
Discretionary$876.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$775.2M
Discretionary$775.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$775.2M
Discretionary$775.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$718.2M
Discretionary$718.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$718.2M
Discretionary$718.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$718.2M
Discretionary$718.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$718.2M
Discretionary$718.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$631.5M
Discretionary$631.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$631.5M
Discretionary$631.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$524M
Discretionary$524M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$444.8M
Discretionary$444.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$444.8M
Discretionary$444.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$444.8M
Discretionary$444.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0