Data / Investment advisers / New York / Stirlingshire Investments
Stirlingshire Investments, New York, NY: $245 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stirlingshire Investments is an SEC registered investment adviser with its main office in New York, New York and reports $245 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 327779
- SEC file number
- 801-128665
- SEC status
- Approved, effective September 7, 2023
- Legal name
- Stirlingshire RIA LLC
- Main office
- 15 W 38th St. #704, New York, NY 10018
- Phone
- (877) 600-7026
- Regulatory AUM
- $244,624,972 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $244,624,972
- Accounts
- 1,450
- Employees
- 29, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 24
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 345 | $139.7 million |
| Individuals (other than high net worth individuals) | 726 | $104.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $244.6 million | September 24, 2026 |
| December 1, 2025 | $179.8 million | October 22, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coinshares Asset Management (US) LLC | New York | $251.9 million | Not listed | adviserinfo.sec.gov |
| Aretex Capital Management, LP | New York | $251.6 million | 1 | adviserinfo.sec.gov |
| Ac Investment Management LLC | New York | $251 million | 4 | adviserinfo.sec.gov |
| Aacp Investments, LLC | New York | $248.1 million | 4 | adviserinfo.sec.gov |
| Value Investment Professionals, LLC | New York | $246.7 million | Not listed | adviserinfo.sec.gov |
| Jre Advisors LLC | New York | $243.3 million | 2 | adviserinfo.sec.gov |
| Blue Spark Capital Advisors | New York | $242.8 million | Not listed | adviserinfo.sec.gov |
| Vanderbilt Avenue Asset Management LLC | New York | $241.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stirlingshire Investments on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.