EVERSTAR ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- MOORESVILLE, North Carolina
- CRD number
- 313334
- Registered since
- October 6, 2023
- Website
- everstarassetmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI42.06%
- Pooled Investment Vehicles33.17%
- Individuals23.01%
- Other1.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Everstar Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across individuals, small businesses, pooled vehicles, and institutions. Its business operations include commodity pool/commodity trading advisor activities and insurance brokerage, and it runs educational seminars and workshops. Compensation structures include percentage-of-AUM fees, hourly charges, and performance-based fees. Everstar does not identify as an active ESG investor and is not presented as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities74%
- Cash & Cash Equivalents13%
- US Government Bonds11%
- Derivatives2%
Owners & executives
1 of 1DOUGLAS MCCONOUGHEY
COOCRD 8244771
Contacts
3 of 10DOUGLAS MARION
FounderCRD 5766253
Ravi Mujumdar
Investment Adviser RepresentativeCRD 8097882
JERRY NEAL
Investment Advisor RepresentativeCRD 5878474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$162M in ETFs
97%
$157M
2%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $13.2M | 143,994 | 8.16% |
Location
MOORESVILLE, NC
IREDELL
Location
MOORESVILLE, NC
Headquartered in MOORESVILLE, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- IREDELL
- Address
- 108 Gateway Blvd
- Time zone
- ET (UTC-5)
- Office locations
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