Stellar Capital Management LLC
- Assets, Funds, Holdings
| Stellar Capital Management LLC
|
| CRD # | 109415 |
| SEC # | 801-57690 |
| CIK # | 0001326918 |
| AUM |
|
| Employees |
8 (50% Investors, 0% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 602-778-0307 |
| Address | 2200 East Camelback Road
Phoenix, AZ 85016 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| Other |
Stellar Investment Alliance LP |
[2012-03-29]
|
4.1 M |
0.5 M |
|
Filed 2015-08-26 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
96
|
42.7 |
| (b) Individuals (high net worth individuals) |
70
|
177.9 |
| (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 |
0 |
0.0 |
| (g) Pension and profit sharing plans |
23 |
110.0 |
| (h) Charitable organizations |
6 |
11.5 |
| (i) State or municipal government entities |
11 |
47.5 |
| (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 |
9 |
18.2 |
| (n) Other |
0 |
0.0 |
| Total |
574 |
407.7 |
| By Discretionary |
| Discretionary |
571 |
406.5 |
| Non-Discretionary |
3 |
1.3 |
| Total |
574 |
407.7 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
407.7 |
| Total |
574 |
407.7 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Stephen Taddie |
Executive Officer |
1 |
1 |
|
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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