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EVERSTAR ASSET MANAGEMENT, LLC
CRD 313334 · SEC 801-128838
108 GATEWAY BLVD., SUITE 204, MOORESVILLE, NC, 28117, United States
Phone
440-376-1629
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$336.7M
Discretionary AUM
$333.9M
Team
13 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 764 | $77.5M |
| High net worth individuals | 352 | $141.6M |
| Pooled investment vehicles | 5 | $111.7M |
States served
CA, CO, GA, IL, IA, NJ, NY, NC, OH, PA, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD