Everstar Asset Management, Llc
- Regulatory AUM
- $337M
- Discretionary
- $334M
- Clients
- 1,132
- Avg AUM / client
- $297K
- Accounts
- 1,132
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 764 | $77.5M | 23.0% |
| High net worth individuals | 352 | $142M | 42.1% |
| Pooled investment vehicles (non-investment companies) | 5 | $112M | 33.2% |
| Other | 11 | $5.9M | 1.76% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $34.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Everstar Capital Appreciation Fund, Lp | Hedge Fund | Delaware | $27.4M | 75 |
| Everstar Aws Strategic Allocation Fund Lp | Hedge Fund | Delaware | $7.2M | 23 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee Christopher Larson | Ceo And Chief Compliance Officer | Mar 2021 (5y) | 75% or more | |
| Fu Pei Yuet | Registered representative | Jun 2021 (5y) | ||
| Richard Jakiel | Registered representative | Jul 2023 (3y) | ||
| Jerry W Neal | Registered representative | Aug 2023 (3y) | ||
| Douglas Gray Marion | Registered representative | Nov 2023 (3y) | ||
| Renee Walsh Simpson | Registered representative | Nov 2023 (3y) | ||
| Thomas Andrew James | Registered representative | Mar 2025 (1y) | ||
| Ravi Jayant Mujumdar | Registered representative | Jun 2025 (1y) | ||
| Daniel D Antonelli | Registered representative | CFA | Nov 2025 (1y) | |
| Thomas Hamilton | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $34.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Everstar Capital Appreciation Fund, Lp | Hedge Fund | $27.4M | $0 | 75 |
| Everstar Aws Strategic Allocation Fund Lp | Hedge Fund | $7.2M | $0 | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 2.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $242M (72% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗