WHITESTAR ADVISORS, LLC

Adviser information for WHITESTAR ADVISORS, LLC last updated from Form ADV on March 26th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 27 $530.3M
Non-Discretionary 0 $0
Total 27 $530.3M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 27 $530.3M
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 12
No. of Non-U.S. Clients 0

Services

Advisory Services REAL ESTATE INVESTMENTS
Compensation % of AUMHourly chargesFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-62048
SEC ERA File Number 801-62048
SEC CIK Numbers None
SEC CRD Numbers 124627
Legal Entity Identifier None

Principal Office

902 CLINT MOORE ROAD
SUITE 104
BOCA RATON
FL
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 561-999-9949, Fax: 561-999-9948

Chief Compliance Officer

JAMES BISHOP
PRESIDENT/CEO
902 CLINT MOORE ROAD
SUITE 104
BOCA RATON
FL
United States
Tel: 5619999949
Fax: 5619999948
(Full email address available in API data)

Regulatory Contact

CATHERINE BISHOP
VICE PRESIDENT
902 CLINT MOORE ROAD
SUITE 104
BOCA RATON
FL
United States
Tel: 5619999949
Fax: 5619999948
(Full email address available in API data)

Industry Affiliates

CATHERINE BISHOP Lawyer or law firm
JAMES BISHOP Real estate broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITESTAR HOLDINGS, LLC Domestic Entity MANAGING MEMBER 11/2002 50-75%
BISHOP, JAMES, EDWARD Individual WHITESTAR HOLDINGS, LLC INDIRECT OWNER 11/2002 > 75%
BISHOP, JAMES, EDWARD Individual CCO 11/2002 > 75%
WHITESTAR GLOBAL, INC. Domestic Entity MEMBER 03/2019 50-75%

No. Employees, Historic

2010020202021202220232024202513 on 4/29/202013 on 3/31/202110 on 3/30/202210 on 4/3/202312 on 3/26/2024

RAUM, Historic

700M350M0202020212022202320242025680000000 on 4/29/2020672949882 on 3/31/2021572695372 on 3/30/2022599598181 on 4/3/2023530336654 on 3/26/2024

No. Clients, Historic

5025020202021202220232024202541 on 4/29/202046 on 3/31/202135 on 3/30/202232 on 4/3/202327 on 3/26/2024