A complete list of active advisors currently associated with Stakeholder Enterprise
Warmer can help you find a great advisor at Stakeholder Enterprise or one who fits your needs even better.
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.
To learn more about the advisors currently working at Stakeholder Enterprise, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Honolulu, HI
| 4
|
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