Everstar Asset Management, LLC

Overview

Everstar Asset Management, LLC is an independent SEC-registered RIA organized as an LLC and registered in 2023. The firm serves both individual/family clients and institutional clients and reports an owner type of “individual.” Its fee menu includes percentage-of-AUM pricing, hourly charges and performance-based fees. Everstar also operates as an insurance broker and reports activity as a CPO/CTA, which aligns with its use of annuities and pooled investment vehicles. Advisory services span financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm also runs educational seminars and workshops. Everstar acts as sponsor, general partner and managing member of pooled vehicles, indicating it both allocates to third-party alternatives and operates its own funds. The firm is not identified as an active ESG investor and does not self-identify as a multi-state or pension consultant adviser. It maintains multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives