Stellar Assets L.L.C.

Stellar Assets L.L.C. provides ongoing discretionary portfolio management and related advisory services to individual and high‑net‑worth clients, tailoring investment policy statements to each client’s goals, time horizon, and risk tolerance. The firm advises on mutual funds, equities, fixed income, ETFs, insurance products and options, and manages roughly $5 million in discretionary client assets across a limited number of client relationships.

The firm’s investment process combines charting, fundamental, quantitative and technical analysis to inform long‑ and short‑term trading and asset allocation decisions, and it implements strategies under discretionary authority while delivering monthly account reporting. Stellar Assets documents client risk profiles and may use model allocations alongside client‑specific restrictions, with the ability to employ equities, options and other securities to pursue objectives and reduce downside risk.

Stellar Assets’ brochure discloses that the firm advertises performance results and offers performance‑based fees to a limited number of qualified clients, typically applied to accounts with intensive options trading and subject to a high‑water‑mark arrangement, and it acknowledges the attendant conflicts of interest and its allocation policies. The firm also uses derivatives in separately managed accounts, cautions that extensive options trading can produce large monthly swings and may require accredited or high‑risk‑tolerance investors, and directs clients to specific custodians while noting receipt of certain third‑party research and services.