Stellar Assets L.L.C.

Overview

Stellar Assets L.L.C. is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm manages portfolios for individuals, families and small businesses, operating primarily on a discretionary basis. Its fee arrangements combine a standard percentage-of-assets-under-management schedule with the ability to charge performance-based fees on certain accounts. Stellar Assets reports it is not a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor or a pension consultant. Advisory work centers on direct portfolio management rather than advisory sub-advisory, institutional consulting, or family office services. The firm’s practice size and structure position it as a small, boutique RIA focused on personalized client relationships rather than large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives