# Adestella Investment Management LLC

> Adestella Investment Management LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 330040
- Filed as: ADESTELLA INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330040
- AdvisorCensus page: https://advisorcensus.com/firm/adestella-investment-management-llc-330040

## Quick answers

**How is Adestella Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Adestella Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Adestella Investment Management LLC registered with the SEC or a state?**
Adestella Investment Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330040.

**How much does Adestella Investment Management LLC manage?**
Adestella Investment Management LLC reports $2,264,186 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Adestella Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); other (1).

**Does Adestella Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330040

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,264,186
- Discretionary: $2,264,186
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $1,739,144 |
| Other | 1 | $525,042 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adestella.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adestella Investment Management LLC (CRD 330040): Form ADV filing data as of October 2026.