White Stork Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, with a particular focus on managing portfolios composed mainly of equities and U.S. Treasury securities. The firm works directly with individual clients rather than concentrating on high‑net‑worth households, a client mix that differs from many peers.
The firm’s investment process is a bottom‑up, fundamental approach that seeks undervalued market leaders for long‑term holding while allowing active allocation and trading to respond to market opportunities; risk controls are applied at the position level and accounts are reviewed on an ongoing basis. Portfolios are typically managed on a discretionary basis, with the adviser responsible for security selection, rebalancing, and implementation through a third‑party custodian and execution platform.
What is distinctive is the firm’s client geography and team composition: it reports a notable share of non‑U.S. clients, an uncommon feature for similarly sized advisers, and does not emphasize high‑net‑worth households. The advisory team includes a CFA charterholder and professionals with international consulting and emerging‑market experience, and the firm relies on a retail custodian that also provides technology and operational support.
Client services
Expertise
Fee options
1.5% annually
Account minimum: $100,000
Main office
530 Technology Drive Suite 100
Irvine CA 92618
Advisors at this office
2
Most active in
California
Also doing business as
Raj Vasudevan LLC · White Stork Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Raj V
Series 65
Irvine, CA
White Stork Asset Management LLC
Raj Vasudevan is a financial advisor at White Stork Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Edwards Lifesciences Inc., Bio-Rad Laboratories Inc., and DeliverHealth Inc., as well as operating his own firm, Raj Vasudevan LLC. Outside of advisory work, he serves as a project manager in healthcare technology at Bio-Rad Laboratories. White Stork Asset Management provides discretionary investment management primarily focused on equities and U.S. Treasury securities for individuals, non-profits, and institutions. The firm employs a bottom-up, fundamental investment approach with active allocation and risk controls, serving a diverse client base that includes a significant number of non-U.S. clients.
Richard L
CFA®
Irvine, CA
White Stork Asset Management LLC
Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.
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