WhiteStar Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
WhiteStar Advisors LLC
CRD #124627
SEC #801-62048
CIK #
AUM 454.5 M (2026-03-24)
Employees 8 (50% Investors, 0% Brokers)
Fees
Minimum
Phone561-999-9949
Address902 Clint Moore Road
Boca Raton, FL 33487
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1300104078052026002003201120192027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(g) Pension and profit sharing plans 27 454.5
(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 0 0.0
(n) Other 0 0.0
Total 27 454.5
By Discretionary
Discretionary 27 454.5
Non-Discretionary 0 0.0
Total 27 454.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 454.5
Total 27 454.5
Firm Profile (Form ADV)
Discretionary AUM$0.6B
Clients6
Comparable Firms State AUM
Innovative Capital Advisors LLC
IL 619.5 M
Brock Fiduciary Services LLC
NY 588.2 M
Optimized Investment Partners LLC
525.0 M
Oriental Financial Services LLC
PR 419.6 M
Agvictus Capital Management LLC
GA 384.7 M
Outcome Driven Strategies LLC
MD 360.4 M
Fukoku Life International America Inc
NY 327.7 M
Claren Road Private Credit Solutions LLC
NY 277.9 M
Memphis Capital Management LLC
TN 268.6 M
IH2 Advisors & Company
DE 265.3 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com