Narstar
Legal
Regulatory Disclosures
NarStar LLC is a state-registered investment adviser, CRD #337496. Our regulatory brochures are filed with state securities regulators and available on IARD. You can read or download both documents below.
Firm Brochure
Form ADV Part 2A
- What it covers
- Form ADV Part 2A is NarStar LLC's firm brochure. It describes our advisory services, the three model portfolios we manage, how fees are calculated and collected, how we handle conflicts of interest, and the risks you should understand before becoming a client.
- Who must receive it
- We are required to deliver this brochure to prospective clients before or at the time we enter into an advisory agreement. We must also deliver an updated version annually, or promptly if there are material changes.
- Verify independently
- The filed version is publicly available on IARD. You can verify NarStar LLC's registration and access all filed documents (opens in new tab) directly from the regulator's database.
Adviser Brochure Supplement
Form ADV Part 2B
- What it covers
- Form ADV Part 2B is a brochure supplement that describes the individual investment adviser representative who will manage your account. It covers educational background, business experience, other business activities, and any disciplinary history.
- Who it describes
- This supplement covers Pavel Naruta, the sole Investment Adviser Representative and Managing Member of NarStar LLC. Pavel holds the Series 65 and SIE licenses and is the only person who makes investment decisions and manages client accounts.