Stelac Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $6.3B in regulatory assets under management, 21 employee, 1 office, and 690 accounts.
Assets Under Management
$6.3B
Employees
21
Offices
1 office
Total Clients
101
Primary office
NEW YORK, NY
654 MADISON AVENUE, SUITE 1101, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.0% of total clients.
Top client categories% of clientsClients
1
HNWI
97.0%
98
2
Pooled Investment Vehicles
3.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 31, 2026
Discretionary66.4%
$4.2B
66% of total RAUM66.4%
Non-discretionary33.6%
$2.1B
34% of total RAUM33.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.3B
Total Accounts690
10Y AUM Change+$4.6B (+267.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee5:1
10Y Employee Change+5 (+31.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.