# STAGE HARBOR FINANCIAL, LLC

STAGE HARBOR FINANCIAL, LLC of WESTWOOD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 289725
- Type: SEC-registered investment adviser
- SEC file number: 801-112359
- Location: 100 LOWDER BROOK DRIVE, SUITE #2500, WESTWOOD, MA, 02090
- Phone: (781) 934-3130
- Latest filing: 2026-03-18
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 11
- Accounts: 1,435

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Andre Matos Fernandes | MANAGING MEMBER | — |
| Matthew Douglas Biggar | MANAGING MEMBER | — |
| Rosemarie Na Ranzie | CHIEF COMPLIANCE OFFICER | — |
| William Francis Lefavor | MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| FERNANDES ANDRE MATOS | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER | — |
| BIGGAR MATTHEW DOUGLAS | MANAGING MEMBER | — |
| RANZIE ROSEMARIE NA | CHIEF COMPLIANCE OFFICER | — |
| LEFAVOR WILLIAM FRANCIS | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289725/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289725/similar
- Related entities: https://search.stillhousedata.com/firm/289725/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289725

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.