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AVESTAR CAPITAL, LLC
CRD 287525 · SEC 801-110020
400 MADISON AVENUE, FLOOR 21, NEW YORK, NY, 10017, United States
Phone
212-706-4140
Fax
917-795-8588
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.07B
Discretionary AUM
$2.06B
Team
16 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $16.9M |
| High net worth individuals | 142 | $1.96B |
| Pooled investment vehicles | 4 | $61.7M |
| Charitable organizations | 5 | $20.5M |
| Corporations/business entities | 8 | $6.8M |
States served
CA, DC, IL, MD, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD