SEC Form ADV · CIK 1934721

STAGE HARBOR FINANCIAL

Firm profile: Stage Harbor Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$1.1B
Assets Under Management
11
Employees
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Registration Details

CIK
1934721
Accession
crd-289725
Location
WESTWOOD, MA
Filing Date
August 10, 2026
AUM
$1.1B
Employees
11
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

STAGE HARBOR FINANCIAL is a registered investment adviser headquartered in WESTWOOD, MA, managing approximately $1.1B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.