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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EVERSTAR ASSET MANAGEMENT, LLC

CRD 313334

MOORESVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aacae7af-ceb1-b3fa-b241-a59adf5ec2fe

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 2
Observed: Sep 6, 2023 to May 4, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Everstar Asset Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Everstar Asset Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.65 fund_share=0.33 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $337MItem 5.F on the latest filing (2026-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $334M
Private client RAUM: $219MderivedItem 5.D individuals plus high net worth individuals
Private client share: 65%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $33.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,132
Individual clients: 764
High net worth clients: 352
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $112M
SEC number: 801-128838
CRD: 313334
Filings on the tape: 9
First filed: Sep 6, 2023
Latest filed: May 4, 2026
Organised: Limited Liability Company, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LEE CHRISTOPHER LARSON	n/a	Mooresville, NC	5	21	4	no
Fu Pei Yuet	n/a	Mooresville, NC	5	24	1	no
RICHARD JAKIEL	n/a	Cornelius, NC	3	10	3	no
JERRY W NEAL	n/a	Cornelius, NC	3	36	2	no
DOUGLAS GRAY MARION	n/a	Cornelius, NC	2	13	1	no
RENEE WALSH SIMPSON	n/a	Cornelius, NC	2	14	2	no
Thomas Andrew James	n/a	MOORESVILLE, NC	1	25	n/a	no
Ravi Jayant Mujumdar	n/a	MOORESVILLE, NC	1	19	n/a	no
Daniel D Antonelli	Chartered Financial Analyst	MOORESVILLE, NC	0	23	n/a	no
Thomas Hamilton	n/a	MOORESVILLE, NC	0	20	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EVERSTAR CAPITAL APPRECIATION FUND, LP	Hedge Fund	$27.4M	Oct 22, 2024	75	Aug 12, 2020	reported	021-371061
EVERSTAR AWS STRATEGIC ALLOCATION FUND LP	Hedge Fund	$7.2M	Oct 22, 2024	23	Sep 6, 2023	reported	021-488391

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LARSON, LEE, CHRISTOPHER	CEO AND CHIEF COMPLIANCE OFFICER	E	yes	03/2021	Sep 6, 2023	Oct 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVERSTAR AWS STRATEGIC ALLOCATION FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
EVERSTAR CAPITAL APPRECIATION GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cornelius	Nc	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$337M	$334M	13	9	1	5	n/a
2023	Mar 22, 2024	$131M	$130M	10	6	1	2	$34.6M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$337M	n/a	n/a	n/a	n/a	13	n/a	1	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALPHASTAR CAPITAL MANAGEMENT	2	Oct 31, 2023	Nov 2, 2023	CORNELIUS, NC	Team lift out	RIA to RIA	2.5%
ALPHASTAR CAPITAL MANAGEMENT	2	Jul 24, 2023	Aug 3, 2023	CHARLOTTE, NC	Team lift out	RIA to RIA	2.2%

Relationships

Registered with (11)

← Thomas HamiltonAdvisorregistration: current employment
Mar 26, 2026 to presentfactForm ADV
← Daniel D AntonelliAdvisorregistration: current employment
Nov 4, 2025 to presentfactForm ADV
← Ravi Jayant MujumdarAdvisorregistration: current employment
Jun 24, 2025 to presentfactForm ADV
← Thomas Andrew JamesAdvisorregistration: current employment
Mar 14, 2025 to presentfactForm ADV
← DOUGLAS GRAY MARIONAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← RENEE WALSH SIMPSONAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← JERRY W NEALAdvisorregistration: current employment
Aug 3, 2023 to presentfactForm ADV
← RICHARD JAKIELAdvisorregistration: current employment
Jul 26, 2023 to presentfactForm ADV
← Fu Pei YuetAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV
← LEE CHRISTOPHER LARSONAdvisorregistration: current employment
Jun 6, 2021 to presentfactForm ADV
← Tyler Jeffrey StormentAdvisorregistration: previous registration
Mar 17, 2025 to Jun 20, 2025factForm ADV

Advises (2)

→ EVERSTAR CAPITAL APPRECIATION FUND, LPPrivate fundHedge Fund, IA
Aug 12, 2020 to presentfactForm ADV
→ EVERSTAR AWS STRATEGIC ALLOCATION FUND LPPrivate fundHedge Fund, IA
Sep 6, 2023 to presentfactForm ADV

Controls (1)

← LARSON, LEE, CHRISTOPHEROwnerCEO AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 6, 2023 to Oct 22, 2024factForm ADV

Moved with (1)

← ALPHASTAR CAPITAL MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Oct 31, 2023 to Nov 2, 2023factForm ADV

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
Tyler Jeffrey Storment left Everstar Asset Management, Llc for Accurate Wealth Management, Llc (registered 2025-07-01)
Form ADVobserved 3 days ago
Occurred
May 1, 2025
Regulatory AUM changed
Everstar Asset Management, Llc reported RAUM $311.5M, up 137% from $131.4M (2024-10-22 to 2025-05-01)
Form ADVobserved 3 days ago
$180M
Occurred
Oct 31, 2023
Team lift-out
2 advisors left Alphastar Capital Management (Cornelius, NC) for Everstar Asset Management, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Sep 6, 2023
First Form ADV filing
Everstar Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago
Occurred
Jul 24, 2023
Team lift-out
2 advisors left Alphastar Capital Management (Charlotte, NC) for Everstar Asset Management, LLC within 3 days
Form ADVobserved 3 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aacae7af-ceb1-b3fa-b241-a59adf5ec2fe
First observed: Sep 6, 2023
Last observed: May 4, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERSTAR ASSET MANAGEMENT, LLC

CRD 313334

MOORESVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aacae7af-ceb1-b3fa-b241-a59adf5ec2fe

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LEE CHRISTOPHER LARSON

n/a

Mooresville, NC

Fu Pei Yuet

n/a

Mooresville, NC

RICHARD JAKIEL

n/a

Cornelius, NC

JERRY W NEAL

n/a

Cornelius, NC

DOUGLAS GRAY MARION

n/a

Cornelius, NC

RENEE WALSH SIMPSON

n/a

Cornelius, NC

Thomas Andrew James

n/a

MOORESVILLE, NC

n/a

Ravi Jayant Mujumdar

n/a

MOORESVILLE, NC

n/a

Daniel D Antonelli

Chartered Financial Analyst

MOORESVILLE, NC

n/a

Thomas Hamilton

n/a

MOORESVILLE, NC

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EVERSTAR CAPITAL APPRECIATION FUND, LP

Hedge Fund

$27.4M

Oct 22, 2024

Aug 12, 2020

reported

021-371061

EVERSTAR AWS STRATEGIC ALLOCATION FUND LP

Hedge Fund

$7.2M

Oct 22, 2024

Sep 6, 2023

reported

021-488391

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LARSON, LEE, CHRISTOPHER

CEO AND CHIEF COMPLIANCE OFFICER

yes

03/2021

Sep 6, 2023

Oct 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERSTAR AWS STRATEGIC ALLOCATION FUND GP, LLC

n/a

yes

n/a

EVERSTAR CAPITAL APPRECIATION GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Cornelius

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$337M

$334M

n/a

2023

Mar 22, 2024

$131M

$130M

$34.6M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$337M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALPHASTAR CAPITAL MANAGEMENT

Oct 31, 2023

Nov 2, 2023

CORNELIUS, NC

Team lift out

RIA to RIA

2.5%

ALPHASTAR CAPITAL MANAGEMENT

Jul 24, 2023

Aug 3, 2023

CHARLOTTE, NC

Team lift out

RIA to RIA

2.2%