STELLATION MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
315558
Registered since
September 23, 2021

Firm profile

FINTRX

Overview

Stellation Management LLC is a small, LLC-structured investment manager that registered with the SEC in 2021 and is individually owned. The firm does not present itself as a traditional multi-state advisory business or pension consultant and is not identified as an active ESG investor. Its primary role is sponsoring and operating pooled investment vehicles — acting as sponsor, general partner, and managing member rather than running a retail advisory practice.

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

1 of 1
  • Peter Boyce

    Founder & Managing PartnerCRD 7435724

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1695 Alton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth