CRD: 145103
Stelac Advisory Services LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Citibank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-2008
- Office Locations
- 2
Office Locations
About Stelac Advisory Services LLC
Stelac Advisory Services LLC is an SEC-registered RIA that acts as an independent intermediary between clients and their financial institutions, providing objective asset allocation and portfolio management. The firm helps consolidate banking relationships onto a single platform and supports estate planning, family governance, and philanthropy, backed by an in-house technology platform for data aggregation, analysis, and reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LINA MARIA ARIAS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CARLOS EDUARDO PADULA
Chairman Of The Board
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
RICARDO HELLMUND
--
- CRD
- #5897138
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,175,326,400 | $16,835,994 |
| Non-Discretionary | $2,111,041,112 | $4,776,111 |
| Total | $6,286,367,512 | $9,110,678 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing