{ "path": "/advisors/ct/bridgeport/stamford", "url": "https://advisorcensus.com/advisors/ct/bridgeport/stamford/page/2", "page_type": "metro_city", "title": "Financial advisors in Stamford, CT", "filters": {}, "scope_total": 164, "faq": [ { "q": "How many financial advisory firms are there in Stamford, CT?", "a": "AdvisorCensus lists 164 investment advisory firms with a principal office in Stamford, Connecticut (part of the Bridgeport metro area), from Form ADV filings as of October 2026: 114 SEC-registered, 14 state-registered, and 36 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Stamford, CT?", "a": "13 of the 164 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Stamford, CT offer financial planning?", "a": "20 of the 128 firms in Stamford, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Stamford, CT fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 164 investment advisory firms with a principal office in Stamford, Connecticut (part of the Bridgeport metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Bridgeport metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Stamford, CT: 164 firms from Form ADV filings as of October 2026.", "total_firms": 164, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 114, "state": 14, "exempt": 36 }, "fee_model_mix": [ { "code": "fee-only", "count": 13 }, { "code": "percentage_of_aum", "count": 116 }, { "code": "hourly", "count": 12 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 31 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 89 }, { "code": "other", "count": 26 }, { "code": "not_reported", "count": 36 } ], "years_registered_distribution": [ { "code": "under_5", "count": 61 }, { "code": "5_to_9", "count": 28 }, { "code": "10_to_19", "count": 47 }, { "code": "20_plus", "count": 24 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 7 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 34 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 41 }, { "code": "over_5b", "count": 21 }, { "code": "not_reported", "count": 39 } ], "firms": [ { "crd_number": 157056, "name": "First Reserve", "name_as_filed": "FIRST RESERVE", "url": "https://advisorcensus.com/firm/first-reserve-stamford-ct-157056", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 160806, "name": "Forester Capital, L.L.C.", "name_as_filed": "FORESTER CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/forester-capital-l-l-c-stamford-ct-160806", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 334502, "name": "Fremen Capital", "name_as_filed": "FREMEN CAPITAL", "url": "https://advisorcensus.com/firm/fremen-capital-stamford-ct-334502", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343726, "name": "Fundsmith Partners US LLC", "name_as_filed": "FUNDSMITH PARTNERS US LLC", "url": "https://advisorcensus.com/firm/fundsmith-partners-us-llc-stamford-ct-343726", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 285325, "name": "Gainline Capital Partners LP", "name_as_filed": "GAINLINE CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/gainline-capital-partners-lp-stamford-ct-285325", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161347, "name": "Garmark Advisors II L.L.C.", "name_as_filed": "GARMARK ADVISORS II L.L.C.", "url": "https://advisorcensus.com/firm/garmark-advisors-ii-l-l-c-stamford-ct-161347", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329905, "name": "GE Vernova Investment Advisers, LLC", "name_as_filed": "GE VERNOVA INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/ge-vernova-investment-advisers-llc-stamford-ct-329905", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 296906, "name": "Gorham Convexity Strategies LP", "name_as_filed": "GORHAM CONVEXITY STRATEGIES LP", "url": "https://advisorcensus.com/firm/gorham-convexity-strategies-lp-stamford-ct-296906", "city": "Stamford", "state": "CT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 127357, "name": "Granite Group Advisors, LLC", "name_as_filed": "GRANITE GROUP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/granite-group-advisors-llc-stamford-ct-127357", "city": "Stamford", "state": "CT", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 314868, "name": "Grayscale Advisors", "name_as_filed": "GRAYSCALE ADVISORS", "url": "https://advisorcensus.com/firm/grayscale-advisors-stamford-ct-314868", "city": "Stamford", "state": "CT", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309366, "name": "Great Meadows Capital LLC", "name_as_filed": "GREAT MEADOWS CAPITAL LLC", "url": "https://advisorcensus.com/firm/great-meadows-capital-llc-stamford-ct-309366", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338925, "name": "Green Rock Energy Partners LLC", "name_as_filed": "GREEN ROCK ENERGY PARTNERS LLC", "url": "https://advisorcensus.com/firm/green-rock-energy-partners-llc-stamford-ct-338925", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137825, "name": "Greylock Capital Management, LLC", "name_as_filed": "GREYLOCK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greylock-capital-management-llc-stamford-ct-137825", "city": "Stamford", "state": "CT", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287554, "name": "Groove Financial Advisors, LLC", "name_as_filed": "GROOVE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/groove-financial-advisors-llc-stamford-ct-287554", "city": "Stamford", "state": "CT", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 311182, "name": "Growthline Capital Management LLC", "name_as_filed": "GROWTHLINE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/growthline-capital-management-llc-stamford-ct-311182", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 339528, "name": "Guggenheim Investments Loan Advisors, LLC", "name_as_filed": "GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/guggenheim-investments-loan-advisors-llc-stamford-ct-339528", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297587, "name": "GV Investment Managers, LLC", "name_as_filed": "GV INVESTMENT MANAGERS, LLC", "url": "https://advisorcensus.com/firm/gv-investment-managers-llc-stamford-ct-297587", "city": "Stamford", "state": "CT", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133693, "name": "H/2 Capital Partners", "name_as_filed": "H/2 CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/h-2-capital-partners-stamford-ct-133693", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162590, "name": "Hamilton Robinson LLC", "name_as_filed": "HAMILTON ROBINSON LLC", "url": "https://advisorcensus.com/firm/hamilton-robinson-llc-stamford-ct-162590", "city": "Stamford", "state": "CT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112500, "name": "Hardman Johnston Global Advisors LLC", "name_as_filed": "HARDMAN JOHNSTON GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/hardman-johnston-global-advisors-llc-stamford-ct-112500", "city": "Stamford", "state": "CT", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336185, "name": "Hedgeye Asset Management, LLC", "name_as_filed": "HEDGEYE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hedgeye-asset-management-llc-stamford-ct-336185", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160415, "name": "Hildene Capital Management", "name_as_filed": "HILDENE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/hildene-capital-management-stamford-ct-160415", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155910, "name": "Hudson Bay Capital Management LP", "name_as_filed": "HUDSON BAY CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/hudson-bay-capital-management-lp-stamford-ct-155910", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282919, "name": "Hudson Structured Capital Management Ltd.", "name_as_filed": "HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.", "url": "https://advisorcensus.com/firm/hudson-structured-capital-management-ltd-stamford-ct-282919", "city": "Stamford", "state": "CT", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 329300, "name": "Ineffable Ventures LLC", "name_as_filed": "INEFFABLE VENTURES LLC", "url": "https://advisorcensus.com/firm/ineffable-ventures-llc-stamford-ct-329300", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288511, "name": "Integra Global Advisors LLC", "name_as_filed": "INTEGRA GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/integra-global-advisors-llc-stamford-ct-288511", "city": "Stamford", "state": "CT", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108156, "name": "Jackson, Grant Investment Advisers, Inc.", "name_as_filed": "JACKSON, GRANT INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/jackson-grant-investment-advisers-inc-stamford-ct-108156", "city": "Stamford", "state": "CT", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 291946, "name": "Jadian Capital, LP", "name_as_filed": "JADIAN CAPITAL, LP", "url": "https://advisorcensus.com/firm/jadian-capital-lp-stamford-ct-291946", "city": "Stamford", "state": "CT", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339298, "name": "JC Capital Advisors Group LLC", "name_as_filed": "JC CAPITAL ADVISORS GROUP LLC", "url": "https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123826, "name": "K2/D&S Management Co., L.L.C.", "name_as_filed": "K2/D&S MANAGEMENT CO., L.L.C.", "url": "https://advisorcensus.com/firm/k2-d-and-s-management-co-l-l-c-stamford-ct-123826", "city": "Stamford", "state": "CT", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339926, "name": "Kane Asset Management, LLC", "name_as_filed": "KANE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kane-asset-management-llc-stamford-ct-339926", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109588, "name": "Krauss Whiting Capital Advisors LLC", "name_as_filed": "KRAUSS WHITING CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/krauss-whiting-capital-advisors-llc-stamford-ct-109588", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149487, "name": "Land & Buildings Investment Management, LLC", "name_as_filed": "LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/land-and-buildings-investment-management-llc-stamford-ct-149487", "city": "Stamford", "state": "CT", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163557, "name": "Long Meadow Investors, LLC", "name_as_filed": "LONG MEADOW INVESTORS, LLC", "url": "https://advisorcensus.com/firm/long-meadow-investors-llc-stamford-ct-163557", "city": "Stamford", "state": "CT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299053, "name": "Long Path Partners, LP", "name_as_filed": "LONG PATH PARTNERS, LP", "url": "https://advisorcensus.com/firm/long-path-partners-lp-stamford-ct-299053", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309379, "name": "Longrange Capital, L.P.", "name_as_filed": "LONGRANGE CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/longrange-capital-l-p-stamford-ct-309379", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 309918, "name": "Lumenai", "name_as_filed": "LUMENAI", "url": "https://advisorcensus.com/firm/lumenai-stamford-ct-309918", "city": "Stamford", "state": "CT", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329441, "name": "Lykos Global Management, LP", "name_as_filed": "LYKOS GLOBAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/lykos-global-management-lp-stamford-ct-329441", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307490, "name": "M28 Capital Management LP", "name_as_filed": "M28 CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/m28-capital-management-lp-stamford-ct-307490", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167929, "name": "MC Credit Partners LP", "name_as_filed": "MC CREDIT PARTNERS LP", "url": "https://advisorcensus.com/firm/mc-credit-partners-lp-stamford-ct-167929", "city": "Stamford", "state": "CT", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300902, "name": "Measure 8 Venture Partners", "name_as_filed": "MEASURE 8 VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/measure-8-venture-partners-stamford-ct-300902", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333592, "name": "Mizzen Management LLC", "name_as_filed": "MIZZEN MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mizzen-management-llc-stamford-ct-333592", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167968, "name": "Mkro Manager, L.P.", "name_as_filed": "MKRO MANAGER, L.P.", "url": "https://advisorcensus.com/firm/mkro-manager-l-p-stamford-ct-167968", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324312, "name": "Mycor Capital Management, LLC", "name_as_filed": "MYCOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mycor-capital-management-llc-stamford-ct-324312", "city": "Stamford", "state": "CT", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 295905, "name": "New China Capital Management Corp.", "name_as_filed": "NEW CHINA CAPITAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/new-china-capital-management-corp-stamford-ct-295905", "city": "Stamford", "state": "CT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307771, "name": "New Edge Wealth", "name_as_filed": "NEW EDGE WEALTH", "url": "https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 163333, "name": "Newman, Nicholas Drake", "name_as_filed": "NEWMAN, NICHOLAS DRAKE", "url": "https://advisorcensus.com/firm/newman-nicholas-drake-stamford-ct-163333", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162938, "name": "NGN Capital LLC", "name_as_filed": "NGN CAPITAL LLC", "url": "https://advisorcensus.com/firm/ngn-capital-llc-stamford-ct-162938", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282241, "name": "Northcoast Asset Management LLC", "name_as_filed": "NORTHCOAST ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/northcoast-asset-management-llc-stamford-ct-282241", "city": "Stamford", "state": "CT", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 173314, "name": "Northstar Portfolio Investments, LLC", "name_as_filed": "NORTHSTAR PORTFOLIO INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/northstar-portfolio-investments-llc-stamford-ct-173314", "city": "Stamford", "state": 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