Stelac Advisory Services Llc
- Regulatory AUM
- $6.3B
- Discretionary
- $4.2B
- Clients
- 101
- Avg AUM / client
- $62.2M
- Accounts
- 690
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 98 | $6.2B | 99.3% |
| Pooled investment vehicles (non-investment companies) | 3 | $41.8M | 0.66% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $31.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stelac Spc | Other Private Fund | Cayman Islands | $26.1M | 43 |
| Sas Paladin Cyber Fund Ii, Llc | Private Equity Fund | Delaware | $5.3M | 21 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| De Viel Castel, Charles, De Salviac | Manager | Feb 2007 (20y) | ≈ 18.75% – 56.25% via Cvc Holdings, Llc | |
| Padula, Carlos, Eduardo | Ceo | Nov 2007 (19y) | ≈ 18.75% – 50% via Integer, Llc | |
| Padula De Posada, Clarissa | Coo | Mar 2019 (7y) | Less than 5% | |
| Arias, Lina, Maria | Chief Compliance Officer | Feb 2020 (7y) | Less than 5% | |
| Ricardo Hellmund | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Integer, Llc | Owner | Jun 2007 | A | 75% or more |
| Cvc Holdings, Llc | Owner | Feb 2007 | B | ≈ 37.5% – 75% via Integer, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- De Viel Castel, Charles, De Salviac: 50% – 75% of Cvc Holdings, Llc × 50% – 75% of Integer, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Padula, Carlos, Eduardo: 25% – 50% of Integer, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Cvc Holdings, Llc: 50% – 75% of Integer, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $31.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stelac Spc | Other Private Fund | $26.1M | $100K | 43 |
| Sas Paladin Cyber Fund Ii, Llc | Private Equity Fund | $5.3M | $20.0K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Citigroup Global Markets Inc. $1.9B (30% of AUM) Mar 2026
- J.P. Morgan $1.5B (23% of AUM) Mar 2026
- Citibank $840M (32% of AUM) Nov 2022
- Valores Mexicanos Casa De Bolsa S.A. De C.V. $422M (11% of AUM) Oct 2024
- Actinver $286M (11% of AUM) Mar 2023
- Hsbc Private Bank (Suisse) Sa $260M (15% of AUM) Feb 2020
- Actinver Casa De Bolsa, S.A. De C.V. $184M (11% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗