STAR CAPITAL INC.

RIASEC RegisteredEst. 2023

Total AUM

$144M

Discretionary

$144M

100% of AUM

Avg account

$75.1K

Accounts

1,913

Employees

Advisory reps

Firm details

Headquarters: EDINA, Minnesota
CRD number: 171057
Registered since: August 11, 2023
Website: www.starcapitalinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals83.09%
HNWI16.19%
Corporations / Businesses0.52%
Charitable Organizations0.2%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Star Capital Inc. is a corporation that registered with the SEC in 2023 and operates as a capital allocator serving both individual/family and institutional clients. The firm is owned by an individual and reports a mixed fee model that includes percentage-of-AUM charges, fixed fees, and other arrangements. Its stated advisory activities focus on portfolio management for individuals and small businesses and on selecting third-party advisers. The firm does not describe itself as an active ESG investor. It is classified as Unclassified in the snapshot data and does not present itself as a pension consultant or related adviser.