Everstar Asset Management LLC

Search
⚲

Everstar Asset Management LLC ✚
CRD #	313334
SEC #	801-128838
CIK #	0002023744
AUM	336.7 M (2026-05-04)
Employees	13 (69% Investors, 0% Brokers)
Phone	440-376-1629
Address	108 Gateway Blvd Mooresville, NC 28117
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	2.3
	Aquestive Therapeutics Inc	2.3
	Seabridge Gold Inc	2.1
	RiverNorth Opportunities Fund Inc	1.9
	Alibaba Group Holding Ltd	1.6
	Exterran Holdings Inc	1.6
	Amazon Com Inc	1.6
	Southern Co	1.5
	Microsoft Corp	1.5

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Everstar AWS Premium Income Fund LP	[2026-03-27]	8.8 M	11.5 M
	Filed 2026-03-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Everstar Franchise & Services Growth Fund LP	[2026-03-27]
	Filed 2025-12-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Everstar Craveworthy Opportunity Fund LP	[2025-03-17]	8.3 M	15.9 M
	Filed 2025-10-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Everstar AWS Strategic Allocation Fund LP	[2023-09-06]	25.5 M	42.3 M
	Filed 2025-07-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Everstar Capital Appreciation Fund LP	[2020-08-12]	29.0 M	42.1 M
	Filed 2025-07-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	764	77.5
(b) Individuals (high net worth individuals)	352	141.6
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	5	111.7
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	11	5.9
Total	1,132	336.7
By Discretionary
Discretionary	1,131	333.9
Non-Discretionary	1	2.8
Total	1,132	336.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		336.7
Total	1,132	336.7

Form D Directors	Role	# Filings	# Firms
Lewis Johnson	Promoter	34	5
Daniel Cerminara	Promoter	25	4
Lee Larson	Executive Officer	8	2
Matthew Sauer	Director, Executive Officer	6	2
Douglas Marion	Director	5	2
Daniel Antonelli	Director	2	2
Everstar Aws Strategic Allocation Fund GP LLC	Executive Officer	1	1
General Partner Everstar Capital Appreciation GP LLC	Executive Officer	1	1
Everstar Capital Appreciation GP LLC	Executive Officer	1	1
Fundamental Global Capital Appreciation GP LLC	Promoter	1	1
Everstar Franchise and Services Growth Fund GP LLC	Executive Officer	1	1
Everstar Aws Premium Income Fund GP LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0002023744]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Private Equity

Comparable Firms	State	AUM
Rays Capital Partners Limited ✚		547.2 M
The Estate Planners Group LLC ✚	PA	422.1 M
Preston Wealth Advisors LLC ✚	VA	286.0 M
Colarion LLC ✚	AL	188.3 M
Raison Asset Management Corp ✚		106.1 M
Upright Financial Corp ✚		98.0 M
Round Table Services LLC ✚	NY
Wedbush Asset Management LLC ✚	CA
Avalon Advisors LLC ✚	TX
Foresight Wealth Management LLC ✚	UT

Assets, Funds, Holdings