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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does EverStar Asset Management have?","answer":"EverStar Asset Management has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does EverStar Asset Management invest in?","answer":"At the end of its last fiscal year, EverStar Asset Management’s separately managed accounts held 74% exchange-traded equities, 13% cash and equivalents, 11% U.S. government and agency bonds and 2% derivatives. 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