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Stagg Capital Group LLC (Greenwich)


Stagg Capital Group LLC is a large advisory firm based in Greenwich. It manages $150 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008.

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Stagg Capital Group provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stagg Capital Group: assets under management

The assets under management (AUM) of Stagg Capital Group LLC is $150 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $150 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stagg Capital Group LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Stagg Capital Group LLC performs its advisory services is located at 3 Greenwich Office Park, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-660-6200 or by fax 203-660-6210. The normal business hours are 8:00 - 6:00 on Monday - Friday. You can find more information about the New York firm at www.svfunds.com.


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