EVERSTAR ASSET MANAGEMENT, LLC

EVERSTAR ASSET MANAGEMENT, LLC of MOORESVILLE, NC is an SEC-registered investment adviser (CRD 313334). Regulatory assets under management: $336.7M.

Registration

• CRD: 313334
• SEC file number: 801-128838
• Type: Registered investment adviser
• Location: 108 GATEWAY BLVD., SUITE 204, MOORESVILLE, NC, 28117
• Phone: 440-376-1629
• Latest filing: 2026-05-04
• Regulatory AUM: $336.7M
• Discretionary AUM: $333.9M
• Non-discretionary AUM: $2.8M
• Clients: 13
• Accounts: 1,132

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313334 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search