STACKWELL CAPITAL ADVISERS, LLC
Legal name: STACKWELL
CRD #316298 SEC #801-122757 BOSTON, MA 617-455-4741
SEC Registered
Total AUM
$2M
Discretionary
$2M
Employees
6
Clients
--
Accounts
2,688
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2025
- Branch Offices
- 0
- LEI
- 87-1934871
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Rozier-Byrd, Trevor, Lamont | I | CHIEF EXECUTIVE OFFICER OF STACKWELL CAPITAL, INC. AND STACKWELL CAPITAL ADVISERS, LLC | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
| STACKWELL CAPITAL, INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
| Rozier-Byrd, Trevor, Lamont | I | STACKWELL CAPITAL, INC. | E | Control |
Registrations
Federal
IA
Apr 21, 2025 REGISTERED
Notice Filings (24)
AZ CA CO CT DC FL GA IL KY LA MA MD MI MN MO NC NJ NY OH PA SC TN TX VA
Address
100 SUMMER STREETSUITE 1600
BOSTON, MA 02110
United States
Phone: 617-455-4741