Whitestar Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 24, 2026, reports $454M in regulatory assets under management, 8 employees, and 27 accounts.
Assets Under Management
$454M
Employees
8
Offices
--
Total Clients
27
Primary office
BOCA RATON, FL
902 CLINT MOORE ROAD, SUITE 104, BOCA RATON, FL, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$454Mas of March 24, 2026
Discretionary100.0%
$454M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$454M
Total Accounts27
10Y AUM Change$-4M (-0.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee3:1
10Y Employee Change-5 (-38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.