PPrivate Fund Data Log in Join · $37/mo

Everstar Asset Management, LLC

● SEC registered since 2023CRD 313334SEC# 801-128838Mooresville, NC
Export (members)
Ranks #4,210 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$311.5M
Fund GAV
$65.1M
Private funds
3
Employees
10
Accounts
1,091
Location
Mooresville, NC

Everstar Asset Management, LLC assets under management

Everstar Asset Management, LLC operates as an SEC-registered investment adviser based in Mooresville, NC. The firm has been registered since 2023. It reports $311.5 million in regulatory assets under management and employs 10 people. Everstar Asset Management, LLC manages 3 private funds with combined gross assets of $65.1 million, including Everstar Capital Appreciation Fund, LP. By regulatory assets, it ranks 4,210 of 5,911 private fund managers.

Everstar Asset Management, LLC private funds

3 funds · $65.1M GAV
FundTypeGross assetsMin.
Everstar Capital Appreciation Fund, LPHedge$36.1M
Everstar Aws Strategic Allocation Fund LPHedge$23.7M
Everstar Craveworthy Opportunity Fund, LPPrivate Equity$5.3M

Everstar Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Lee Christopher Larson ControlCeo And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Everstar Asset Management, LLC manage?

Everstar Asset Management, LLC reports $311.5 million in regulatory assets under management on its Form ADV.

How many private funds does Everstar Asset Management, LLC manage?

Everstar Asset Management, LLC manages 3 private funds with combined gross assets of $65.1 million.

How many employees does Everstar Asset Management, LLC have?

Everstar Asset Management, LLC reports 10 employees.

Where is Everstar Asset Management, LLC located?

Everstar Asset Management, LLC is based in Mooresville, NC and has been SEC-registered since 2023.

Does Everstar Asset Management, LLC disclose fund performance?

Everstar Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address108 Gateway Blvd., Suite 204, Mooresville, NC 28117
Phone440-376-1629
Office hours8:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309M
Non-discretionary$2.4M
Total (RAUM)$311.5M

Service providers