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NEOSTELLAR ADVISORS LLC

CRD 343216File 801-136737
APPROVED
Disclosure events
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$433.3M
Below cohort median (national)
Discretionary AUM
$433.3M
Clients
1
1 accounts
Employees
9
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 15, 2026
Principal office
640 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, 10019
Phone
212-931-6331
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$433.3M
Discretionary AUM
$433.3M
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$433.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Business development companies1$433.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for investment companies

Custody

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

Disclosure events

ADV Item 11
  • Q11
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromToChange
Aug 1, 2026Registration—APPROVED

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

See plans that list “NEOSTELLAR ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEOSTELLAR ADVISORS” 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.