Allocator Index · CRD 282103

STANSBERRY ASSET MANAGEMENT, LLC

Westlake, TX · 646-854-4370 · linkedin.com/company/10654485/

SEC IAPD record ↗

Fit score

100

  • real_estate_fund+40
  • hnw>=500+22
  • aum $250M-$3.0B+22
  • hnw_majority+8
  • employees 3-60+8

HNW clients

579

Other individuals

396

HNW assets

$1.03B

Total AUM

$1.29B

Employees

34

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
SAM ALTERNATIVE INVESTMENT OPPORTUNITES FUND 3Real Estate Fund$0
SAM ALTERNATIVE INVESTMENT OPPORTUNITIES FUND IOther Private Fund$38.0M
SAM ALTERNATIVE INVESTMENT OPPORTUNITES FUND 2Other Private Fund$27.9M