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STEWART ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 170575 · IAPD ↗ · stewartassetmgmt.com · 212-759-7551

$19.0MRegulatory AUM
0Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
May 2024 — STEWART ASSET MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $19.0M RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.