Avestar Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Avestar Capital LLC
CRD #287525
SEC #801-110020
CIK #
AUM $304.9 MM (84% Disc, 76% US)
Employees13 (46% Investors, 23% Brokers)
Phone212-706-4140
Address400 Madison Avenue
New York, NY 10017
Source [IAPD] [Website]
Total AUM ($MM)
3202561921286402010201320172021
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.05.1
PG249,110.05.1
PG249,110.02.7
SGOL2.0
AMZN820,610.01.8
AMZN820,610.01.5
AR2,460.01.4
SPY1.2
IWD1.1
AAPL843,560.00.9
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Avestar Global Growth Strategy SP 0.0
HF Avestar Global Value Strategy SP 0.0
Other Avestar Structured Note SPV LP 0.0
View All
Comparable Firms State AUM ($BB)
Covision Advisors LLC
NY 0.3
RB Capital Management LLC
CA 0.3
Minerva Advisors LLC
PA 0.3
White Pine Capital LLC
MN 0.3
David Cook & Associates Inc
GA 0.3
Wanger Omniwealth Ltd
IL 0.3
Powell Investment Advisors LLC
FL 0.3
Sage Capital Management LLC
NY 0.3
Merricks Capital PTY Ltd
0.3
Lapides Asset Management LLC
CT 0.3
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