Neostellar Advisors LLC
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%
Firm profile
FINTRXOverview
Neostellar Advisors LLC operates as an institutional registered investment adviser focused on serving institutional clients. The firm charges both a percentage-of-assets under management fee and performance-based fees, indicating arrangements tied to absolute or relative performance rather than flat advisory retainer models. Ownership is listed as a combination of a domestic entity and an individual, and the adviser is not structured as a capital allocator to outside managers. The firm maintains multiple industry roles: it is affiliated with a broker‑dealer, functions as another type of investment adviser, and is involved as a CPO/CTA and as a sponsor, general partner, or managing member of pooled investment vehicles. Neostellar does not list itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Mark Klein
Managing MemberCRD 1783756
James Nash
CRD 5203510
Allison Green
CRD 8295944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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