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
1,435
Total Clients
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Registration Details

CIK
1934721
Accession
CRD-289725
Location
WESTWOOD, MA
Filing Date
March 18, 2026
AUM
$1.1B
Total Clients
1,435
Amendment
No

About this Adviser

STAGE HARBOR FINANCIAL is a registered investment adviser headquartered in WESTWOOD, MA, managing approximately $1.1B in assets across 1,435 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.