$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Value crest
- Established Date
- 11-15-2024
- Office Locations
- 1
Office Locations
-- Grand Rapids MI
About Adestella Investment Management LLC
Adestella Investment Management is a long/short equity fund investing primarily in North American and European companies across market caps. The firm blends proprietary fundamental research with behavioral finance to target market inefficiencies, pairing long and short positions with disciplined risk management. Publishes investor letters and research materials for stakeholders.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$174.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Glacier
Asset Classes
Oak insight Horizon
Client Personas
Fusion
Investment Themes
Fusion
Investment Vehicles
Vector capital Timber zenith
Platform
Beacon horizon
Services
Momentum Catalyst prime
Technology
North
Owner & Executives
A
ANDREW MICHAEL JAKUBOWSKI
--
- CRD
- #7299216
- Ownership
- 75% or more
(769) 817-7532
summit.radial@matrixcapital.com
in linkedin.com/in/beacon-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,264,186 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,264,186 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,264,186
Equity - Exchange:
34.8% Cash:
65.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,895,069,076 | 34.8% |
| Cash | $5,424,094,935 | 65.2% |
| Total | $8,319,164,011 | 100.0% |