The STELAC GROUP is a privately held investment adviser that advises $7.33Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. STELAC GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 121.27% over the last 5-years.
The Group has been registered with the SEC for 18.48 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 654 MADISON AVENUE SUITE 1101, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 23 employees comprised of 12 investment and 11 non-investment staff. The total number of Employees decreased by 32.35% over the last 5-years.
Their $7.33Bn in assets advised are owned by 39 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $6.24Bn or 85.2% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.08Bn or 14.8% of Total Assets.
The Group's top investment strategies include Early Stage, Traditional LBO and Real Estate, representing 99.02%, 0.88% and 0.1% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $1.18mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
STELAC GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.