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

Clients

101

Accounts

901

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 8, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
RANZIE, ROSEMARIE, NA	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	D	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	D	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	D	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	D	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	D	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	D	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	D	Control
FERNANDES, ANDRE, MATOS	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
FERNANDES, ANDRE, MATOS	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
FERNANDES, ANDRE, MATOS	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
BIGGAR, MATTHEW, DOUGLAS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
FERNANDES, ANDRE, MATOS	I	MANAGING MEMBER	C	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control
LEFAVOR, WILLIAM, FRANCIS	I	MANAGING MEMBER	B	Control

Registrations

Federal

Dec 8, 2025 REGISTERED

Notice Filings (14)

CA CO CT FL GA LA MA ME MI NH NJ NY RI TX

Address

100 LOWDER BROOK DRIVE
SUITE #2500
WESTWOOD, MA 02090
United States

Phone: (781) 934-3130