Investment adviser · CRD 313334
EVERSTAR ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
MOORESVILLE, NC, United States · Form ADV filed May 4, 2026
- Regulatory AUM
- $337M Form ADV · Item 5.F
- Client accounts
- 1,132 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 352 | $141,621,130 | 42.1% |
| Pooled investment vehicles | 5 | $111,689,395 | 33.2% |
| Individuals | 764 | $77,487,936 | 23.0% |
| Other clients | 11 | $5,943,104 | 1.8% |
Filing source
Form ADV 2103152 · May 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EVERSTAR AWS STRATEGIC ALLOCATION FUND LPHedge Fund · Last reported May 4, 2026$42.3MGross asset value
Form D fundraising filings
Everstar AWS Strategic Allocation Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
NORTHERN TRUST SECURITIES, INC.
SEC 8-23689 · LEI 3CHSO99JSPHD9HGNYJ46
U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02
NORTHERN TRUST SECURITIES, INC.
CRD 7927 · SEC 8-23689
Fund details & source
- Fund ID
- 805-7583755251
- Reported beneficial owners
- 28
- Minimum commitment
- $0
- Form D file number
- 021-488391
Form ADV 2103152 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVERSTAR CAPITAL APPRECIATION FUND, LPHedge Fund · Last reported May 4, 2026$42.1MGross asset value
Form D fundraising filings
EVERSTAR CAPITAL APPRECIATION FUND, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
NORTHERN TRUST SECURITIES, INC.
SEC 8-23689 · LEI 3CHSO99JSPHD9HGNYJ46
THINKEQUITY LLC
SEC 8-38622
U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02
NORTHERN TRUST SECURITIES, INC.
CRD 7927 · SEC 8-23689
THINKEQUITY LLC
CRD 20996 · SEC 8-38622
Fund details & source
- Fund ID
- 805-9148302638
- Reported beneficial owners
- 89
- Minimum commitment
- $0
- Form D file number
- 021-371061
Form ADV 2103152 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVERSTAR CRAVEWORTHY OPPORTUNITY FUND, LPPrivate Equity Fund · Last reported May 4, 2026$15.9MGross asset value
Form D fundraising filings
Everstar Craveworthy Opportunity Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-4606724294
- Reported beneficial owners
- 77
- Minimum commitment
- $0
- Form D file number
- 021-526051
Form ADV 2103152 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVERSTAR AWS PREMIUM INCOME FUND LPHedge Fund · Last reported May 4, 2026$11.5MGross asset value
Form D fundraising filings
Everstar AWS Premium Income Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
NORTHERN TRUST SECURITIES, INC.
SEC 8-23689 · LEI 3CHSO99JSPHD9HGNYJ46
U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02
NORTHERN TRUST SECURITIES, INC.
CRD 7927 · SEC 8-23689
Fund details & source
- Fund ID
- 805-6674556776
- Reported beneficial owners
- 28
- Minimum commitment
- $0
- Form D file number
- 021-541628
Form ADV 2103152 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVERSTAR FRANCHISE & SERVICES GROWTH FUND, LPHedge Fund · Last reported May 4, 2026$0Gross asset value
Form D fundraising filings
Everstar Franchise & Services Growth Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-3496971142
- Reported beneficial owners
- 0
- Minimum commitment
- $0
- Form D file number
- 021-565637
Form ADV 2103152 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
108 GATEWAY BLVD., SUITE 204MOORESVILLE, NC, 28117, United States
CRD 313334
Filing source
Form ADV 2103152 · May 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.