EVERSTAR ASSET MANAGEMENT, LLC
Adviser information for EVERSTAR ASSET MANAGEMENT, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 699 | $129.5M |
| Non-Discretionary | 1 | $1.9M |
| Total | 700 | $131.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 505 | $42.6M |
| HNW Individuals | 181 | $49.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $34.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 12 | $4.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisorInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-128838 |
|---|---|
| SEC ERA File Number | 801-128838 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313334 |
| Legal Entity Identifier | None |
Principal Office
108 GATEWAY BLVD.SUITE 103
MOORESVILLE
NC
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 440-376-1629, Fax: None
Chief Compliance Officer
LEE LARSON
CEO
153 FARM KNOLL WAY
MOORESVILLE
NC
United States
Tel:
440-376-1629
L*********@**************************M
(Full email address available in API data)
Industry Affiliates
| EVERSTAR AWS STRATEGIC ALLOCATION FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVERSTAR CAPITAL APPRECIATION GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EVERSTAR AWS STRATEGIC ALLOCATION FUND LP | Hedge Fund | $7.2M | $0.0M | 23 |
| EVERSTAR CAPITAL APPRECIATION FUND, LP | Hedge Fund | $27.4M | $0.0M | 75 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LARSON, LEE, CHRISTOPHER | Individual | – | CEO AND CHIEF COMPLIANCE OFFICER | 03/2021 | > 75% |