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STELAC ADVISORY SERVICES LLC

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$6.3B
1-Year AUM Growth
0.0%
3-Year CAGR
+6.3%
Employees
10
Assets Under Management
Total AUM$6.3B
Discretionary AUM$4.2B
Non-Discretionary AUM$2.1B
Discretionary %66.4%
Total Clients90
Team
Total Employees10
Investment Advisers21
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingJan 28, 2008
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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