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| Alphastar Capital Management LLC
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|---|---|
| CRD # | 157423 |
| SEC # | 801-72361 |
| CIK # | 0001633857 |
| AUM | $1.5 BB (2023-03-30) |
| Employees | 128 (88% Investors, 1% Brokers) |
| Phone | 855-340-2514 |
| Address | 19520 West Catawba Avenue Cornelius, NC 28031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,390 | 1,099.0 |
| (b) Individuals (high net worth individuals) | 245 | 320.5 |
| (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 | 35 | 27.9 |
| (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 | 26 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 13,326 | 1,451.0 |
| By Discretionary | ||
| Discretionary | 13,326 | 1,451.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,326 | 1,451.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,451.0 | |
| Total | 13,326 | 1,451.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633857] | |
| 13F-NT | [0001633857] |
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|---|---|---|
|
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
|
Liberty One Investment Management LLC
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|
IL | 1.5 |
|
Smith Moore & Co
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MO | 1.5 |
|
Uniplan Investment Counsel Inc
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WI | 1.5 |
|
Quadrant Private Wealth Management LLC
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PA | 1.4 |
|
Hardy Reed LLC
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MS | 1.4 |
|
Corda Investment Management LLC
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TX | 1.4 |
|
Martin & Company Inc
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|
TN | 1.4 |
|
International Assets Investment Management LLC
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FL | 1.4 |
|
Autus Asset Management LLC
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|
AZ | 1.4 |