|
⚲
|
| Keyboard |
| Avestar Capital LLC
✚
|
|
|---|---|
| CRD # | 287525 |
| SEC # | 801-110020 |
| CIK # | 0001704404 |
| AUM | 2,066.7 M (2026-06-29) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-706-4140 |
| Address | 400 Madison Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 149.7 | ||
| Alphabet Inc | 145.9 | ||
| Apple Inc | 84.0 | ||
| Facebook Inc | 57.1 | ||
| Amazon Com Inc | 43.5 | ||
| Microsoft Corp | 36.1 | ||
| Broadcom Inc | 25.7 | ||
| Tesla Motors Inc | 22.5 | ||
| Alphabet Inc | 21.0 | ||
| iShares Gold Trust Micro | 17.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | 3Alpha Private Funds LP | 2025-04-17 | 20.1 M | |
| Other | 3 Alpha India Multi Manager Equity Fund SPV LP | [2025-03-04] | 12.0 M | |
| Filed 2024-07-30 (D) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | 3Alpha WPGG 14 SPV LP | 2024-03-06 | 18.4 M | |
| HF | Avestar Global Growth Strategy SP | 2023-01-19 | 3.3 M | |
| Other | Avestar Structured Note SPV LP | 2023-01-19 | 11.6 M | |
| HF | Avestar Global Growth Strategy SP | 2019-09-18 | 2.4 M | |
| HF | Avestar Global Value Strategy SP | 2019-09-18 | 0.0 M | |
| Other | Avestar Structured Note SPV LP | 2019-09-18 | 45.3 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 0.0 |
| (b) Individuals (high net worth individuals) | 142 | 2.0 |
| (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 | 4 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 2.1 |
| By Discretionary | ||
| Discretionary | 187 | 2.1 |
| Non-Discretionary | 3 | 0.0 |
| Total | 190 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 190 | 2.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Shilpa Konduri | Executive Officer | 2 | 2 | |
| 3 Alpha India Equity GP LLC | Executive Officer | 1 | 1 | |
| Avestar Capital LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001704404] | |
| D | [0001704404] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Baldwin Wealth Partners LLC
✚
|
MA | 2,334.7 M |
|
Cramer Rosenthal McGlynn LLC
✚
|
CT | 2,266.4 M |
|
Clear Haven Capital Management LLC
✚
|
NY | 2,183.6 M |
|
Kintegral Advisory LLC
✚
|
NY | 2,138.8 M |
|
NFC Investments LLC
✚
|
TN | 2,137.5 M |
|
Spyglass Capital Management LLC
✚
|
CA | 2,017.2 M |
|
Main Management LLC
✚
|
CA | 1,904.3 M |
|
Valence8 US LP
✚
|
MA | 1,881.7 M |
|
CSM Capital Corporation
✚
|
NY | 1,848.2 M |
|
View Capital RIA LP
✚
|
TX | 1,815.8 M |