STAR CAPITAL INC.
Adviser information for STAR CAPITAL INC. last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Minnesota, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 7 |
Licensed Agents of an Insurance Company | 4 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,549 | $136.2M |
Non-Discretionary | 0 | $0 |
Total | 1,549 | $136.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 453 | $110.9M |
HNW Individuals | 31 | $25.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed feesSUB-ADVISOR FEES |
Identifiers
SEC RIA File Number | 801-128552 |
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SEC ERA File Number | 801-128552 |
SEC CIK Numbers | None |
SEC CRD Numbers | 171057 |
Legal Entity Identifier | None |
Principal Office
200 SOUTHDALE CENTEREDINA
MN
United States
Monday - Friday, 8:00 A.M.-5:00 P.M.
Tel: 651-444-1116, Fax: None
Chief Compliance Officer
TIMOTHY MERRILL
PRESIDENT
200 SOUTHDALE CENTER
EDINA
MN
United States
Tel:
651-444-1116
T*******@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MERRILL, TIMOTHY, R | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 07/2019 | > 75% |