7 Star Investment Advisors

Overview

7 Star Investment Advisors operates as an LLC with an individual owner and positions itself as a capital allocator that blends advisory services with real estate brokerage activity. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and runs educational seminars and workshops. It is not identified as an active ESG investor and it does not report multi-state advisory operations. Fee arrangements combine a percentage of assets under management and fixed fees. Investment posture favors liquid holdings and short-duration cash management alongside allocations to real estate alternatives. The firm reports a concentrated asset base and appears to use third-party managers for alternative real estate exposure rather than running a large in-house alternatives platform. Public registration details are limited in the filing provided.

Assets & Accounts

Investments & Alternatives

Location & Offices