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Stockback Advisers LLC (New York)


Stockback Advisers LLC is an adviser based in New York. It manages $588 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Stockback Advisers provides portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stockback Advisers: assets under management

The assets under management (AUM) of Stockback Advisers LLC is $588 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $588 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $588 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stockback Advisers LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Stockback Holdings Sole member 1 Jul 1999 75% - 100% 52-2173178

Based in New York

The principal office where Stockback Advisers LLC performs its advisory services is located at 11 Broadway, 17 Th Floor, New York, NY 10004, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-937-4000 or by fax 212-937-4001. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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