STELLAR ASSETS L.L.C.

Overview

Stellar Assets L.L.C. operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm is structured to charge fees based on a percentage of assets under management, as well as performance-based fees. While it does not actively engage in ESG investing, it has carved out a niche in managing portfolios for small businesses and individuals. The firm does not classify itself as a capital allocator or pension consultant, and it does not have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices