STELAC ADVISORY SERVICES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 145103
- Registered since
- February 12, 2008
- Website
- stelac.com
- Custodians
- CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI99.34%
- Pooled Investment Vehicles0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Stelac Advisory Services LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2008. The firm serves both high-net-worth individuals and families as well as institutional clients, and positions itself as a capital allocator that both manages portfolios and selects external managers. Its advisory palette includes financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled vehicles and institutions, plus selection of other advisers and periodic publications. Fee arrangements include a percentage-of-AUM component, fixed fees and performance-based fees. Stelac is not listed as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities65%
- Private Funds15%
- Cash & Cash Equivalents9%
- Other9%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2Clarissa Padula de Posada
COOCRD 7090358
LINA ARIAS
Chief Compliance OfficerCRD 4377971
Contacts
3 of 3CARLOS PADULA
Managing PartnerCRD 5476923
Alberto Villa Ramon
PresidentCRD 8061912
RICARDO HELLMUND
DirectorCRD 5897138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$218M in ETFs
94%
$204M
4%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND (VGK) | Vanguard | Passive | Europe Stock | $20.2M | 245,370 | 9.27% |
Location
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
- 654 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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