Adestella Investment Management LLC

Overview

Adestella Investment Management LLC is a small, owner-operated advisory boutique that provides discretionary portfolio management for individuals and small businesses. The firm favors equity-centric allocations, running separately managed accounts that are primarily invested in exchange-traded equities and ETFs. Its fee arrangements include percentage-of-AUM fees along with the ability to charge fixed fees and performance-based fees, which suggests flexibility in structuring client engagements for different relationship types. With a client base limited to individuals and families (and some small business accounts), Adestella appears to emphasize a high-touch, customized service model rather than scale. It is not positioned as a pension consultant, multi-state adviser, or capital allocator, and it does not identify as an active ESG investor. Investment activity is carried out on a discretionary basis, so the firm typically executes portfolio decisions without requiring client-by-client approvals.

Assets & Accounts

Public Holdings

Location & Offices