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| American Fundstars Financial Group LLC
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|---|---|
| CRD # | 315860 |
| SEC # | 801-126339 |
| CIK # | |
| AUM | $332.7 M (2025-12-25) |
| Employees | 14 (64% Investors, 64% Brokers) |
| Phone | 949-877-8838 |
| Address | 1 Park Plaza Irvine, CA 92614 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | My PE Access Fund LLC - Voyager | [2025-08-07] | 3.2 | 3.2 |
| Other | My PE Access Fund LLC - SpaceX | [2025-04-08] | 10.0 | 10.0 |
| Other | My Hedgeaccess Fund I LLC | [2025-01-02] | 35.0 | 35.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 421 | 190.7 |
| (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 | 3 | 25.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 39 | 117.0 |
| (n) Other | 0 | 0.0 |
| Total | 489 | 332.7 |
| By Discretionary | ||
| Discretionary | 24 | 18.9 |
| Non-Discretionary | 465 | 313.8 |
| Total | 489 | 332.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 94.7 | |
| United States Persons | 238.0 | |
| Total | 489 | 332.7 |
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|---|---|---|
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |
|
Financial Consultants & Advisory Corporation
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|
IN | 0.3 |
|
My Legacy Advisors LLC
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OR | 0.3 |
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Dibenedetto & Associates Ltd
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IL | 0.3 |
|
Fields Gottscho Capital Management LLC
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VA | 0.3 |
|
Outwing LLC
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CA | 0.3 |
|
Blackston's Financial Advisory Group LLC
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|
FL | 0.3 |
|
Laurus Global Equity Management Inc
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|
0.3 | |
|
Oliveira Wealth LLC
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|
CA | 0.3 |
|
Central Pine Capital LLC
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|
NY | 0.3 |