Neostellar Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$433M
Discretionary
$433M
100% of AUM
Avg account
$433M
Accounts
1
Employees
9
Advisory reps
0

Firm details

Headquarters
New York, New York
CRD number
343216
Registered since
July 15, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Neostellar Advisors LLC is a limited liability company that provides advisory services to institutional clients, with a stated specialty in portfolio management for investment companies. FINTRX lists the firm as SEC-registered in 2026 and classifies its client base as institutional. The firm charges both a percentage-of-AUM fee and performance-based fees. It is not flagged as an active ESG investor, is not identified as a capital allocator, and is not a multi-state adviser. Neostellar maintains multiple industry roles beyond pure advisory work. The firm is affiliated with broker-dealers and other investment advisers and is listed as a CPO/CTA and as a sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations suggest the firm operates across structuring, management, and distribution functions for pooled and managed products.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
640 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth