Starbord LLC

Overview

Starbord LLC is a small, equity-focused advisory firm operating as a limited liability company and run by an individual owner. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses—with brokerage and insurance-broker activity, and supplements its client-facing work with publications and educational seminars. Its fee mix includes percentage-of-assets, hourly fees, and subscription arrangements, which supports flexible engagement models for smaller or intermittent advisory relationships. Investment activity centers on liquid, exchange-traded equities as the primary allocation sleeve, with mutual funds used as complementary vehicles and third-party alternative managers accessed for hedge funds and private credit exposure. The adviser reports no ESG investing program and is not registered as a multi-state adviser; its capital allocation role is limited given the firm’s scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices