Stellar Assets L.L.C.

Overview

Stellar Assets L.L.C. is an independent, individually owned registered investment adviser organized as an LLC. The firm provides portfolio management for individuals, families and small businesses and bills clients using a percentage-of-AUM schedule and, in some engagements, performance‑based fees. The adviser does not position itself as a capital allocator to third‑party managers, is not an active ESG investor, and is not documented as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives