Neostellar Advisors LLC

RIASEC Registered
Total AUM
$433M
Discretionary
$433M
100% of AUM
Avg account
$433M
Accounts
1
Employees
9
Advisory reps
3

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 an institutional registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves an institutional client base and reports ownership that includes a domestic entity and an individual. Its advisory mandate is focused on portfolio management for investment companies, and its fee arrangements combine a percentage-of-assets model with performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Industry affiliations reported for Neostellar include roles beyond traditional advisory work — broker-dealer relationships, registration as other types of investment advisers, CPO/CTA activity, and acting as sponsor, general partner, or managing member of pooled investment vehicles — indicating a range of operational roles around fund formation and management rather than solely third-party capital allocation.

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

Owners & executives

1 of 1
  • Allison Green

    Chief Financial OfficerCRD 8295944

Contacts

2 of 2
  • Mark Klein

    Managing MemberCRD 1783756

  • James Nash

    CRD 5203510

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