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| Happy Holidays!! thanks for using AUM13F!! |
| Stelac Advisory Services LLC
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| CRD # | 145103 |
| SEC # | 801-68823 |
| CIK # | 0001519676 |
| AUM | $4.1 B (2025-03-25) |
| Employees | 22 (41% Investors, 0% Brokers) |
| Phone | 212-920-3890 |
| Address | 654 Madison Avenue New York, NY 10065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| AMB Property Corp | 17.7 | |
| Nvidia Corp | 17.4 | |
| Alphabet Inc | 15.8 | |
| Microsoft Corp | 11.3 | |
| CrowdStrike Holdings Inc | 8.8 | |
| Lilly Eli & Co | 8.0 | |
| Apollo Global Management Inc | 5.7 | |
| Alibaba Group Holding Ltd | 5.2 | |
| Enphase Energy Inc | 4.0 | |
| iShares Bitcoin Trust | 2.9 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SAS Paladin Cyber Fund II LLC | 2022-03-31 | 8.0 | |
| Other | Stelac SPC | 2017-03-10 | 25.5 | |
| HF | SAS Manager Access Vehicle Ltd | 2012-03-20 | 1.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 88 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 4.1 |
| By Discretionary | ||
| Discretionary | 294 | 2.6 |
| Non-Discretionary | 75 | 1.4 |
| Total | 369 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 0.2 | |
| Total | 369 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001519676] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
B Riley Wealth Advisors Inc
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TN | 7.0 |
|
Palisade Capital Management LP
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NJ | 4.2 |
|
Manchester Capital Management LLC
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VT | 3.5 |
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CM Wealth Advisors LLC
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OH | 3.4 |
|
Private Capital Management LLC
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|
CO | 1.5 |
|
Institute for Wealth Management LLC
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|
CO | 1.2 |
|
Rays Capital Partners Limited
✚
|
0.4 | |
|
The Estate Planners Group LLC
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|
PA | 0.4 |
|
Everstar Asset Management LLC
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|
NC | 0.3 |
|
Preston Wealth Advisors LLC
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|
VA | 0.3 |