Narstar
Legal
Regulatory Disclosures
NarStar LLC is a state-registered investment adviser (CRD #337496). Its regulatory brochures are filed with state securities regulators and are available through IAPD. Both documents may be read or downloaded below.
Firm Brochure
Form ADV Part 2A
- What it covers
- Form ADV Part 2A is NarStar LLC's firm brochure. It describes the firm's advisory services, the three model portfolios it manages, how fees are calculated and collected, how conflicts of interest are addressed, and the risks a prospective client should understand before engaging the firm.
- Who must receive it
- NarStar LLC is required to deliver this brochure to prospective clients before or at the time of entering into an advisory agreement, and to deliver an updated version annually or promptly upon any material change.
- Verify independently
- The filed version is publicly available on IAPD. 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 responsible for managing client accounts. 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 of NarStar LLC and its sole owner, President, and Chief Compliance Officer. Pavel passed the Series 65 and SIE exams, is registered as an investment adviser representative in Utah, and is the only person who makes investment decisions and manages client accounts.
Where to Next
After the brochures
Most people arrive here to check the filings before deciding whether to get in touch. These are the pages that answer what comes next.