Stakeholder Enterprise
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Stakeholder Enterprise provides investment advisory services to individuals, trusts, estates, charitable organizations and business entities, and has organized its offering around a Regenerative Capital Partnership designed for clients with $600,000 or more in investable capital. The firm has retired several retail programs and no longer offers standalone financial planning outside this partnership structure.
Its investment approach focuses on "productive investments" — direct and private-placement opportunities such as Regulation Crowdfunding and Regulation A+ offerings, revenue-sharing and debt instruments, and other income-producing assets — with an emphasis on monthly cash flow and diversification across businesses and sectors. The firm emphasizes hands-on due diligence and investor education to build client competence, does not accept discretionary trading authority, and leaves custody and execution to clients on third‑party platforms.
Distinctive elements include the partnership model that pairs an intensive transformation phase with an ongoing subscription-style engagement, and the firm’s explicit move away from percentage-of-assets-under-management fees in favor of fixed and subscription arrangements. Stakeholder Enterprise also discloses no receipt of commissions or third‑party compensation, will disclose any personal holdings in Regulation A/Crowdfunding investments, and frames its work around transforming extractive portfolios into regenerative capital deployment.
Client services
Expertise
Fee options
$5,000 one-time fee for Transformation Sprint (3-month program)
$249/hour for extraordinary services, billed in 15-minute increments
$999/month ongoing for Metamorphoses Partnership phase
Account minimum: $600,000 Fee-only: $5,000 one-time for Transformation Sprint; $999/month ongoing for Metamorphoses Partnership; $249/hour for extraordinary services
Main office location
Stakeholder Enterprise
Honolulu HI, United States
Number of offices
2
Most active in
California · Hawaii
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
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