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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fourstar Wealth Advisors LLC
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|---|---|
| CRD # | 169613 |
| SEC # | 801-110467 |
| CIK # | 0001976124 |
| AUM | $1.2 B (2025-06-30) |
| Employees | 50 (90% Investors, 20% Brokers) |
| Phone | 312-667-1750 |
| Address | 1 N LaSalle Street Chicago, IL 60602 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Diversified Alternative Income Fund LP | [2024-03-29] | 4.2 | 3.9 |
| Other | Diversified Alternative Opportunity Fund LP | [2024-03-29] | 0.1 | 2.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,022 | 392.0 |
| (b) Individuals (high net worth individuals) | 270 | 774.3 |
| (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 | 2 | 6.2 |
| (g) Pension and profit sharing plans | 17 | 61.6 |
| (h) Charitable organizations | 3 | 6.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,309 | 1,240.9 |
| By Discretionary | ||
| Discretionary | 3,309 | 1,240.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,309 | 1,240.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.6 | |
| United States Persons | 1,222.3 | |
| Total | 3,309 | 1,240.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alternative Opportunity Fund Manager LLC | 2 | ||
| Alternative Income Fund Manager LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001976124] |
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