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STELAC CAPITAL PARTNERS LLC

CRD 163081File 801-126260
APPROVED
Custody
Filing as of May 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.04B
Above cohort median (national)
Discretionary AUM
$1.04B
Clients
36
36 accounts
Employees
2
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 29, 2022
Principal office
654 MADISON AVE, SUITE 1101, NEW YORK, NY, 10065
Phone
212-920-3890

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.04B
Discretionary AUM
$1.04B
Non-discretionary AUM
$0
Discretionary accounts
36
Non-discretionary accounts
0
Total accounts
36
AUM per client
$29.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles36$1.04B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$680,006,994$1,042,663,283increased by$362,656,289
May 1, 2025
vs Oct 1, 2022
Clients4036decreased by4
May 1, 2025
vs Oct 1, 2022
AUM$174,376,624$680,006,994increased by$505,630,370
May 1, 2025
vs Oct 1, 2022
Accounts4036decreased by4
Aug 1, 2022Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STELAC CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STELAC CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.