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 |
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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 |
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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 |
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Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
SEC RIA File Number | 801-62048 |
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SEC ERA File Number | 801-62048 |
SEC CIK Numbers | None |
SEC CRD Numbers | 124627 |
Legal Entity Identifier | None |
Principal Office
902 CLINT MOORE ROADSUITE 104
BOCA RATON
FL
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 561-999-9949, Fax: 561-999-9948
Websites
Chief Compliance Officer
JAMES BISHOP
PRESIDENT/CEO
902 CLINT MOORE ROAD
SUITE 104
BOCA RATON
FL
United States
Tel:
5619999949
Fax:
5619999948
J******@***************M
(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
C******@***************M
(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 |
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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% |