Asterbright Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 293980
- Website
- www.asterbright.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Derivatives10%
Contacts
1 of 1Pam Gao
Principal & Portfolio ManagerCRD 6923808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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