STELAC ADVISORY Overview
Stelac Advisory Services Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 17 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 466MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 466MM in positions, representing 32% of the manager's regulatory AUM.
STELAC ADVISORY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STELAC ADVISORY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 9.85% | ETF | 8.89% | 0% | 0 | 25% | ||
| VGK | 3.9% | ETF | 6.02% | -0.09% | 0 | 3% | ||
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FEATURED IN
STELAC ADVISORY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Carlos M. Lopez Ona | Cfo/Chief Compliance Officer | November-2007 |
| Carlos E. Padula | Ceo And Owner | November-2007 |
| Eric J. Castillo | Coo | May-2010 |
STELAC ADVISORY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
STELAC ADVISORY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance, and based on our model asset allocation portfolios. The primary securities used for our client portfolios are ETFs. Clients may desire to use third party asset managers or managed accounts in which we will consider as part of the overall asset allocation of the client. If so, we conduct extensive research on manager performance, investment approach, criteria and strategy to manage our clients' assets. W e will also rely on official raw data from government agencies, electronic feeds from providers like Bloomberg and Factset, and data and performance information obtained directly from third party money managers and subscription services to conduct our analysis of investment products...
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METHODS OF ANALYSIS
Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance, and based on our model asset allocation portfolios. The primary securities used for our client portfolios are ETFs. Clients may desire to use third party asset managers or managed accounts in which we will consider as part of the overall asset allocation of the client. If so, we conduct extensive research on manager performance, investment approach, criteria and strategy to manage our clients' assets. W e will also rely on official raw data from government agencies, electronic feeds from providers like Bloomberg and Factset, and data and performance information obtained directly from third party money managers and subscription services to conduct our analysis of investment products...
Unlock Full Investment Process Description
STELAC ADVISORY Portfolio Concentration
STELAC ADVISORY Location
654 MADISON AVENUE
SUITE 1101
NEW YORK, New York
UNITED STATES, 10065
SUITE 1101
NEW YORK, New York
UNITED STATES, 10065
STELAC ADVISORY Contact Information
Phone Number: 212-920-3890
Fax Number: 212-920-3888
Website: http://www.stelac.com
Fax Number: 212-920-3888
Website: http://www.stelac.com
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