Stella Partners LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
297977
Registered since
January 11, 2019

Firm profile

FINTRX

Overview

Stella Partners LLC is organized as a limited liability company and has been SEC-registered since 2019. Ownership is recorded as a mix of a domestic entity and an individual. Regulatory filings classify the adviser as "unclassified" and indicate it does not operate as a capital allocator. The firm is not designated as a multi-state adviser, is not listed as a pension consultant, and is not identified as a related adviser to another registered firm. Filings also mark the firm as not being an active ESG investor. There are no discrete entries in the provided dataset describing the firm's advisory activities, business lines, client types, or fee schedule.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • John Simpson

    PartnerCRD 2020859

  • Enrique Alvarez

    Enrique Alvarez

    FinOpCRD 4622342

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
65 E Goethe St
Time zone
CT (UTC-6)
Office locations

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