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Everstar Asset Management, LLC

● SEC registered since 2023CRD 313334SEC# 801-128838Mooresville, NC
Export (members)
Ranks #4,435 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$336.7M
Fund GAV
$111.7M
Private funds
5
Employees
13
Accounts
1,132
Location
Mooresville, NC

Everstar Asset Management, LLC assets under management

Everstar Asset Management, LLC operates as an SEC-registered investment adviser based in Mooresville, NC. The firm has been registered since 2023. It reports $336.7 million in regulatory assets under management and employs 13 people. Everstar Asset Management, LLC manages 5 private funds with combined gross assets of $111.7 million, including Everstar Aws Strategic Allocation Fund LP. By regulatory assets, it ranks 4,435 of 6,004 private fund managers.

Everstar Asset Management, LLC private funds

5 funds · $111.7M GAV
FundTypeGross assetsMin.
Everstar Aws Strategic Allocation Fund LPHedge$42.3M
Everstar Capital Appreciation Fund, LPHedge$42.1M
Everstar Craveworthy Opportunity Fund, LPPrivate Equity$15.9M
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Everstar Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Douglas Thane McConoughey ControlChief Operating OfficerUnder 5%2025
Lee Christopher Larson ControlChief Executive Officer And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Everstar Asset Management, LLC manage?

Everstar Asset Management, LLC reports $336.7 million in regulatory assets under management on its Form ADV.

How many private funds does Everstar Asset Management, LLC manage?

Everstar Asset Management, LLC manages 5 private funds with combined gross assets of $111.7 million.

How many employees does Everstar Asset Management, LLC have?

Everstar Asset Management, LLC reports 13 employees.

Where is Everstar Asset Management, LLC located?

Everstar Asset Management, LLC is based in Mooresville, NC and has been SEC-registered since 2023.

Does Everstar Asset Management, LLC disclose fund performance?

Everstar Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address108 Gateway Blvd., Suite 204, Mooresville, NC 28117
Phone440-376-1629
Office hours8:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$336.7M▲ 8%
Mar '25 — $311.5MApr '25 — $311.5MMay '25 — $311.5MJun '25 — $311.5MJul '25 — $311.5MAug '25 — $311.5MSep '25 — $311.5MOct '25 — $311.5MNov '25 — $311.5MDec '25 — $311.5MJan '26 — $311.5MFeb '26 — $311.5MMar '26 — $336.7MApr '26 — $336.7MMay '26 — $336.7MJun '26 — $336.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
AUM vs fund managersTop 74%
Larger than 26% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$336.7Mregulatory AUM
Discretionary $333.9MNon-discretionary $2.8M

Fund type mix

Hedge4
Private Equity1

Service providers