LP Profile

Stage Harbor Financial

Also known as stage harbor financial

Wealth ManagerWestwood, United StatesFounded 2018
$1.1B
Assets Under Management
Westwood
Headquarters
Investment Focus

About Stage Harbor Financial

stage harbor financial is a wealth management firm based in Westwood, United States. Founded in 2018.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Stage Harbor Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
1,435
Filing Date
March 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Stage Harbor Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Stage Harbor Financial?

Stage Harbor Financial is a wealth manager based in Westwood, United States, managing approximately $1.1B in assets.

Where is Stage Harbor Financial headquartered?

Stage Harbor Financial is headquartered in Westwood, United States.

How much does Stage Harbor Financial manage?

Stage Harbor Financial manages approximately $1.1B in assets under management.

When was Stage Harbor Financial founded?

Stage Harbor Financial was founded in 2018.

How can I contact Stage Harbor Financial?

Verified contact details, key decision-makers, and investment preferences for Stage Harbor Financial are available on LPbacked. Create a free account to access them.