Gold Star Asset Management, LLC
Firm details
- Headquarters
- Westbury, New York
- CRD number
- 283789
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gold Star Asset Management, LLC is an independent registered advisory firm organized as an LLC and owned by an individual principal. The firm concentrates on portfolio management for individual and family clients and small businesses. It charges a mix of percentage-of-AUM fees and performance-based fees, and it does not operate as a capital allocator to external managers. State registration is listed in California and New York. The adviser does not report active SEC registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westbury, NY
Nassau
Location
Westbury, NY
Headquartered in Westbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1025 Old Country Rd
- Time zone
- ET (UTC-5)
- Office locations
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