Stellar Assets L.L.C.

Overview

Stellar Assets L.L.C. is an independently owned limited liability company that operates as a registered investment adviser focused on individual and family clients. The firm’s stated advisory activity centers on portfolio management for individuals and small businesses. Compensation is primarily a percentage-of-assets-under-management model with the ability to charge performance-based fees. Filings indicate Stellar Assets is not an ESG-focused investor, does not act as a capital allocator, and does not provide pension consulting or operate as a related adviser. The owner type is listed as an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives