Wealth manager, independent · New York, NY
Stelac Advisory Services LLC
SEC-registered investment adviser · CRD 145103 · SEC 801-68823
At a glance
Stelac Advisory Services LLC is an SEC-registered investment adviser based in New York, New York, with $6.3B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 98 individual clients, 98 of them high-net-worth, holding an average of about $64 million each, and 21 employees. That ranks it 168th among the nation’s 5,657 independent wealth management RIAs and 20th of 408 in New York. It reports 2 custodians for its clients’ separately managed accounts: Citi and J.P. Morgan.
Main office 212-920-3890stelac.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.3B
- Rank among independent wealth managers
- #168 of 5,657
- Rank among all SEC RIAs
- #1,807 of 17,210
- Rank in New York
- #20 of 408
- Individual clients
- 98
- High-net-worth clients
- 98
- Accounts
- 690
- Discretionary
- 66% of AUM
- Employees
- 21
- Advisory staff
- 10
- Offices
- 2
Owners and executives on its Form ADV
- Clarissa Padula de PosadaCOO
- Lina M. AriasChief Compliance Officer
- Carlos E. PadulaChairman of the Board
- Alberto Villa RamonCEO
Custody and brokerage
Broker-dealer
No broker-dealer ties
Stelac Advisory Services LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 98 | $6.2B | 99% |
| Pooled investment vehicles | 3 | $42M | <1% |
Private funds
Stelac Advisory Services LLC reports 3 private funds with $42M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Stelac Advisory Services LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗stelac.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 652 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New York
All of New York →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Ingalls Investment Management, LLCNew York | $7.8B | 4,245 |
| TAG Associates LLCNew York | $7.1B | 80 |
| Cannell & Spears LLCNew York | $7.0B | 2,394 |
| J. Safra Asset Management CorporationNew York City | $6.3B | 3,374 |
| Klingman and Associates, LLCNew York | $5.7B | 704 |
| SavvyNew York | $5.0B | 4,552 |
Background
Questions
How much does Stelac Advisory Services LLC manage?
Stelac Advisory Services LLC reports $6.3B in regulatory assets under management across 690 accounts, 66% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Stelac Advisory Services LLC have?
It reports 98 individual clients: 98 high-net-worth individuals and 0 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Stelac Advisory Services LLC headquartered?
Its main office is in New York, New York. It reports 2 offices in total and 21 employees, 10 of whom perform investment advisory functions.
How does Stelac Advisory Services LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Stelac Advisory Services LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Citi and J.P. Morgan. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Citi ($1.9B); J.P. Morgan ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Stelac Advisory Services LLC a hybrid RIA with a broker-dealer?
Stelac Advisory Services LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Stelac Advisory Services LLC a fiduciary?
As an SEC-registered investment adviser, Stelac Advisory Services LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Stelac Advisory Services LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →