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| Alphastar Capital Management LLC
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| |
|---|---|
| CRD # | 157423 |
| SEC # | 801-72361 |
| CIK # | 0001633857 |
| AUM | $1.1 BB (2024-03-27) |
| Employees | 109 (86% Investors, 2% Brokers) |
| Phone | 855-340-2514 |
| Address | 19600 West Catawba Avenue Cornelius, NC 28031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.1 | |
| SPEM | 0.1 | ||
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| SMCI | 2.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,823 | 813.8 |
| (b) Individuals (high net worth individuals) | 171 | 292.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 29.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 70 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 10,083 | 1,146.9 |
| By Discretionary | ||
| Discretionary | 10,083 | 1,146.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,083 | 1,146.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,146.9 | |
| Total | 10,083 | 1,146.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633857] | |
| 13F-NT | [0001633857] |
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|---|---|---|
|
Tyche Wealth Partners LLC
✚
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TX | 1.1 |
|
Magnolia Capital Advisors LLC
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MS | 1.1 |
|
Marietta Wealth Management LLC
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GA | 1.1 |
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Sargent Investment Group LLC
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MD | 1.1 |
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Rossmore Private Capital LLC
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CT | 1.1 |
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Kavar Capital Partners Group LLC
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KS | 1.1 |
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True Link Financial Advisors LLC
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CA | 1.1 |
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Evelyn Partners Asset Management Limited
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1.1 | |
|
Stephens Group Asset Management LLC
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AR | 1.1 |
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Capital Planning Advisors LLC
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CA | 1.1 |