Avestar Capital, LLC

Overview

Avestar Capital, LLC is an independent registered investment adviser organized as a limited liability company and first registered in 2017. The firm positions itself as a capital allocator serving a mix of individuals, families and institutional clients. Its fee model combines asset-based fees and fixed-fee engagements. Core advisory services include financial planning and discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection/oversight of third-party advisers. The firm does not present itself as an ESG-focused manager and is not registered as a multi-state adviser or pension consultant. Avestar also participates on the sponsor/GP side of pooled vehicles and lists industry affiliations that include other investment advisers and insurance companies, indicating it both allocates to outside managers and sponsors private investment structures.

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Location & Offices