other names
Avestar Capital, LLC provides investment advisory services. The Company offers portfolio management, financial planning, and trading services. Avestar Capital serves clients in the State of New York.

Adviser Profile

As of Date 06/21/2024
Adviser Type - Large advisory firm
Number of Employees 12 -7.69%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 03/09/2017
AUM* 1,142,871,399 18.95%
of that, discretionary 1,141,979,049 19.02%
Private Fund GAV* 19,605,978 -70.87%
Avg Account Size 6,279,513 4.58%
% High Net Worth 60.89% -27.05%
SMA’s Yes
Private Funds 3 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
959M 822M 685M 548M 411M 274M 137M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$3,300,043
Fund TypeOther Private Fund Count2 GAV$16,305,935

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