Stakeholder Enterprise
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stakeholder Enterprise is an independent registered investment adviser that offers a partnership-style advisory program for individual investors and serves as manager of a pooled vehicle, Local Multiplier Fund I LLC, offered to accredited investors. The firm’s individual program is aimed at clients with substantial investable capital, while the Fund is managed as a single portfolio and its investors are not treated as individual advisory clients.
The firm’s investment approach emphasizes productive, income-generating opportunities—such as debt, revenue-share instruments, real assets, and offerings made under Regulation Crowdfunding and Regulation A—focused on monthly cash flow, diversification across businesses and structures, and hands-on due diligence. Services include an intensive onboarding phase with values alignment and due diligence training followed by ongoing partnership reviews; Stakeholder Enterprise does not accept discretionary authority over individual client accounts.
Distinctive features include the firm’s use of fixed program and subscription fees for individual clients rather than a percentage-of-assets-under-management fee, and a manager compensation model for the Fund that is performance-linked to the Fund’s distributable income rather than to asset appreciation. As of the brochure date the firm reported no client assets under management and the Fund had not yet closed; custody is limited to the Fund when it operates, and the firm accepts payment for advisory programs via card and online payment processors.
Client services
Expertise
Fee options
Transformation Sprint: $9,950 one-time; Metamorphoses Partnership: $999 per month ongoing
$249 per hour, calculated in 15-minute increments
Performance-linked spread on Fund assets' Portfolio Yield (not capital gains) for Local Multiplier Fund I LLC, paid by Fund only
Metamorphoses Partnership: $999 per month ongoing
Account minimum: $600,000 Minimum fee: Transformation Sprint: $9,950 one-time fee
Main office
Honolulu HI
Advisors at this office
1
Most active in
Hawaii
Also doing business as
Stakeholder Enterprise · Velocity Of Money, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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