Stelac Advisory Services LLC

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CAFR Data
Stelac Advisory Services LLC
CRD #145103
SEC #801-68823
CIK #
AUM $1.9 BB (70% Disc, 15% US, 2020-03-24)
Employees28 (39% Investors, 7% Brokers)
Phone212-920-3890
Address654 Madison Avenue
New York, NY 10065
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
19151532114976638302007201120162021
Sector Issuer Cap ($MM) Value ($MM)
SPY 47.2
VGK 27.1
EEM 11.0
RSP 10.7
VNQ 10.1
AMJ 9.7
EWJ 9.6
IGIB 9.3
DVY 8.7
BKLN 7.7
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Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF SAS Manager Access Vehicle Ltd 1.2
PE Stelac SPC 10.9
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Comparable Firms State AUM ($BB)
First Principles Capital Management LLC
NY 7.6
Horizon Kinetics Asset Management LLC
NY 5.3
Manchester Capital Management LLC
VT 4.2
PT Asset Management LLC
IL 3.7
National Asset Management Inc
FL 2.6
Round Table Services LLC
NJ 1.1
The Estate Planners Group LLC
PA 0.2
Preston Wealth Advisors LLC
VA 0.1
Threesixty Elements SA
0.0
Wedbush Asset Management LLC
CA 0.0
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