Stelac Advisory Services LLC


Assets, Funds, Holdings

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Stelac Advisory Services LLC
CRD #145103
SEC #801-68823
AUM $1.9 BB (70% Disc, 15% US, 2020-03-24)
Employees28 (39% Investors, 7% Brokers)
Address654 Madison Avenue
New York, NY 10065
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
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
View All
Holdings by Sector ($)
Type Private Fund Form D Sold ($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
Wedbush Asset Management LLC
CA 0.0
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