WHITESTAR ADVISORS, LLC

RIASEC RegisteredEst. 2003
Total AUM
$454M
Discretionary
$454M
100% of AUM
Avg account
$16.8M
Accounts
27
Employees
8
Advisory reps
1

Firm details

Headquarters
BOCA RATON, Florida
CRD number
124627
Registered since
May 9, 2003
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans100%

Firm profile

FINTRX

Overview

Whitestar Advisors, LLC is a small, institutionally focused registered adviser that has been SEC-registered since 2003. The firm operates under a qualified-custodian classification and manages assets on a fully discretionary basis. Its client base is concentrated and institutional in nature; fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based components. Whitestar is not identified as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on non-traditional and real asset exposure rather than a broad public-equity tilt. Filings show a material allocation labeled as “Other,” suggesting meaningful positions outside standard listed securities — principally channeled into real estate strategies through third-party managers and direct opportunities. The firm’s industry affiliations with a law firm and a real estate broker point to in-house capabilities for legal, transactional and deal-sourcing support when executing private or illiquid investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 74%, Cash & Cash Equivalents 26%74%
  • Other74%
  • Cash & Cash Equivalents26%

Owners & executives

1 of 1
  • JAMES BISHOP

    President, CEOCRD 858662

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
902 Clint Moore Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth