Stelac Advisory Services LLC

RIASEC RegisteredEst. 2008

Total AUM

$6.3B

Discretionary

$4.2B

66% of AUM

Avg account

$9.1M

Accounts

690

Employees

Advisory reps

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

FINTRX

Overview

Stelac Advisory Services LLC is an SEC-registered independent RIA organized as an LLC and registered in 2008. The firm serves both high-net-worth individuals and families as well as institutional clients, and it acts as a capital allocator—selecting and allocating to third-party managers in addition to managing portfolios directly. Its compensation mixes percentage-of-AUM billing with fixed fees and performance-based fees. Advisory activities include financial planning, portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, and the publication of periodic client communications. Stelac does not position itself as an ESG-focused investor. The firm reports ownership involving a domestic entity and an individual and holds industry roles beyond pure advisory work: it functions as an investment adviser and sponsor and serves as a general partner/managing member for pooled investment vehicles.