Data / Investment advisers / New York / Stelac Advisory Services LLC
Stelac Advisory Services LLC, New York, NY: $6.3 billion AUM, SEC registered investment adviser
Stelac Advisory Services LLC is an SEC registered investment adviser with its main office in New York, New York and reports $6.3 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 145103
- SEC file number
- 801-68823
- SEC status
- Approved, effective February 12, 2008
- Main office
- 654 Madison Avenue Suite 1101, New York, NY 10065
- Phone
- (212) 920-3890
- Regulatory AUM
- $6,286,367,512 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $4,175,326,400
- Non discretionary AUM
- $2,111,041,112
- Accounts
- 690
- Employees
- 21, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 3: 2 private equity funds, 1 other private fund
- Gross assets of private funds
- $41,752,409
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 98 | $6.24 billion |
| Pooled investment vehicles | 3 | $41.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.29 billion | March 31, 2026 |
| December 1, 2025 | $4.06 billion | March 25, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allianz Capital Partners of America LLC | New York | $6.35 billion | 1 | adviserinfo.sec.gov |
| Madison International Realty Holdings, LLC | New York | $6.31 billion | 26 | adviserinfo.sec.gov |
| Winshore Capital Partners LP | New York | $6.30 billion | Not listed | adviserinfo.sec.gov |
| Landmark Management, LLC | New York | $6.29 billion | 2 | adviserinfo.sec.gov |
| Brinley Partners, LP | New York | $6.29 billion | 12 | adviserinfo.sec.gov |
| Kimmeridge Energy Management Company, LLC | New York | $6.27 billion | 24 | adviserinfo.sec.gov |
| Pinnacle Asset Management, L.P. | New York | $6.23 billion | 13 | adviserinfo.sec.gov |
| Brightwood Capital Advisors, LLC | New York | $6.19 billion | 34 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Stelac Advisory Services LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.