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Stamberger Capital Management, LLC (Millburn)


Stamberger Capital Management, LLC is an adviser based in Millburn. It manages $60 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New Jersey and New York.

Stamberger Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stamberger Capital Management: assets under management

The assets under management (AUM) of Stamberger Capital Management, LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $714.29 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stamberger Capital Management, 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.

Based in Millburn

The principal office where Stamberger Capital Management, LLC performs its advisory services is located at 29 Parkview Drive, Millburn, NJ 07041, 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 973-379-4592 or by fax 973-379-3046. The normal business hours are by appointment only on Monday - Friday.


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