CRD: 313334
Everstar Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Northern Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2021
- Office Locations
- 2
Office Locations
About Everstar Asset Management, LLC
Everstar Asset Management, LLC provides investment advisory services and advanced wealth strategies, and also manages Everstar Private Funds. The firm serves retail and institutional clients, including entrepreneurs and accredited investors, with portfolio construction focused heavily on ETFs alongside cash and U.S. government/agency bonds. Custody includes Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEE CHRISTOPHER LARSON
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4758758
- Ownership
- 75% or more
DOUGLAS THANE MCCONOUGHEY
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Daniel D Antonelli
--
- CRD
- #4633158
Thomas Hamilton
--
- CRD
- #8244632
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,922,565 | $295,245 |
| Non-Discretionary | $2,819,000 | $2,819,000 |
| Total | $336,741,565 | $297,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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