Asterbright Capital Management, LLC

RIASEC Registered
Total AUM
$6.7M
Discretionary
$6.7M
100% of AUM
Avg account
$673K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
293980
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI97.68%
  • Individuals2.32%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Asterbright Capital Management, LLC is a privately held limited liability company that advises individual and family clients. The firm focuses on portfolio management for individuals and small businesses and charges a combination of percentage-of-assets-under-management and performance-based fees. It identifies as a single-state adviser (not multi-state), does not characterize itself as an ESG investor, and is not positioned as a pension consultant or capital allocator. Ownership is held by an individual rather than a corporate parent.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 90%, Derivatives 10%90%
  • Exchange Traded Equities90%
  • Derivatives10%

Contacts

1 of 1
  • Pam Gao

    Principal & Portfolio ManagerCRD 6923808

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth