10 STAR ASSET MANAGEMENT

Overview

10 Star Asset Management is a small, client-focused RIA that manages discretionary portfolios for individual and family clients. The firm tilts heavily toward equities, using exchange-traded securities and ETFs as the primary vehicle for core market exposure. Portfolios appear structured around separately managed account (SMA) relationships and traditional advisory fee billing (percentage of AUM). Given the client base and product mix, the manager emphasizes liquid, publicly traded instruments for baseline allocations while supplementing portfolios with third-party private placements where client suitability permits. Investment activity centers on direct equity exposure and pooled mutual fund strategies, with alternative allocations limited but present via private placement commitments. The firm does not position itself as a multi-state or pension consultant adviser and is not an active ESG investor according to its filings. Its client profile — 50 clients, mostly individuals and families — suggests a boutique operating model focused on personalized portfolio management rather than institutional mandates.

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Public Holdings

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Location & Offices