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| Happy Holidays!! thanks for using AUM13F!! |
| Avestar Capital LLC
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| CRD # | 287525 |
| SEC # | 801-110020 |
| CIK # | 0001704404 |
| AUM | $1.5 B (2025-07-28) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Phone | 212-706-4140 |
| Address | 400 Madison Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001704404 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 136.2 | ||
| Alphabet Inc | 108.8 | ||
| Facebook Inc | 80.7 | ||
| Apple Inc | 69.1 | ||
| Amazon Com Inc | 45.7 | ||
| Microsoft Corp | 44.7 | ||
| Bank of Montreal /Can/ | 30.6 | ||
| Arista Networks Inc | 21.1 | ||
| Tesla Motors Inc | 19.9 | ||
| Alphabet Inc | 18.0 | ||
| Broadcom Inc | 14.2 | ||
| ServiceNow Inc | 11.7 | ||
| Netflix Inc | 11.3 | ||
| iShares Gold Trust Micro | 10.0 | ||
| J P Morgan Chase & Co | 10.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | 3Alpha Private Funds LP | 2025-04-17 | 1.5 | |
| Other | 3 Alpha India Multi Manager Equity Fund SPV LP | [2025-03-04] | 0.0 | 8.0 |
| Other | 3Alpha WPGG 14 SPV LP | 2024-03-06 | 9.9 | |
| HF | Avestar Global Growth Strategy SP | 2023-01-19 | 3.3 | |
| Other | Avestar Structured Note SPV LP | 2023-01-19 | 12.8 | |
| HF | Avestar Global Growth Strategy SP | 2019-09-18 | 2.4 | |
| HF | Avestar Global Value Strategy SP | 2019-09-18 | 0.0 | |
| Other | Avestar Structured Note SPV LP | 2019-09-18 | 45.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 132.7 |
| (b) Individuals (high net worth individuals) | 121 | 1,278.2 |
| (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 | 30.7 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 2 | 28.7 |
| (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 | 4 | 60.9 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 1,531.4 |
| By Discretionary | ||
| Discretionary | 190 | 1,530.6 |
| Non-Discretionary | 4 | 0.8 |
| Total | 194 | 1,531.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,530.6 | |
| Total | 194 | 1,531.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Shilpa Konduri | 2 | ||
| 3 Alpha India Equity GP LLC | 1 | ||
| Avestar Capital LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001704404] | |
| D | [0001704404] |
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