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EVERSTAR ASSET MANAGEMENT

Business and Investment Profile

The EVERSTAR ASSET MANAGEMENT is a privately held investment adviser that advises $330.8mn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. EVERSTAR ASSET MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 542.74% over the last 4-years.

Regulatory Profile

The Group has been registered with the SEC for 2.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 108 GATEWAY BLVD. SUITE 204, MOORESVILLE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 13 employees comprised of 9 investment and 4 non-investment staff. The total number of Employees increased by 550% over the last 5-years.

Asset Profile

Their $330.8mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $141.62mn or 42.81% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $111.69mn or 33.76% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Long/Short Equity and Traditional LBO, representing 37.84%, 37.68% and 14.21% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

EVERSTAR ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: EVERSTAR ASSET MANAGEMENT

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Keywords: Everstar Asset Management, Everstar
Generated 2026-09-12T06:51:15.3672133.  © 2026 Convergence.