Stelac Capital Partners LLC
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Overview
Stelac Capital Partners LLC operates as an advisory company headquartered in New York, New York. The firm oversees $398.7 million in assets throughout 39 accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Stelac Capital Partners LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, stocks and bonds.
Stelac Capital Partners LLC manages all of its client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without requiring client consent. The firm's average account size is $10.2 million. An average financial advisor at Stelac Capital Partners LLC oversees about 20 client accounts, placing it among the more individualized financial advisor firms in the country.
The firm's headquarters is located at 654 Madison Ave, New York, New York 10065. It is legally registered to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stelac Capital Partners LLC by the Numbers
$398.7 million
2
39
$10.2 million
Fee Structure
Fees for financial management typically depend on which services the firm provides the client. Fee types billed by the firm most likely are comprised of any combination of the following fee structures: asset-based or performance-based. Stelac Capital Partners LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 39 customers, Stelac Capital Partners LLC's largest client type is pooled investment vehicles. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stelac Capital Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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